Private Wealth Relationship Manager

4 days ago

Bengaluru Chennai, India ICICI Securities Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job role & Responsibilities:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Portfolio Management Services (PMS), MFs, Equity
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To contribute to the overall growth of the private wealth management business.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Preferred Skills:

  • Understanding of wealth management products, including AIFs and PMS.
  • Having excellent communication, presentation, and negotiation skills.
  • Ability to work independently and as part of a team in a fast-paced environment

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