We need a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join our team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships.Key Responsibilities:Build and maintain strong, trusted relationships with HNI and Ultra HNI clients.Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios.Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks.Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients.Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews.Bring Channel Partners to increase distribution and open Partner Office in other profitable locations.Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size.Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities.Minimum of 4 - 5 years of experience Handled MF/Equity/PMS/AIF productsin business development roles .

Responsibilities:Critical Responsibilities:Acquire NTF (New to the Firm) clients and generate revenue.Maintain relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), and corporate clients.Offer wealth advisory services to clients.Ensure the growth of AUM (Assets Under Management) or book size in Mutual Funds.Analyze financial information of clients to determine strategies for meeting their financial objectives.Monitor financial market trends to ensure that client plans are responsive.Achieve targets based on acquisition and revenue generation through investment products.Responsible for business development through the acquisition of high-net-worth clients.Conduct mandatory meetings with clients to keep them updated with the current market scenario.Routine Responsibilities:Analyze client portfolios and make necessary suggestions.Recommend suitable financial products to clients.Identify customer needs and assess their risk appetite.Provide regular updates to immediate superior as required.Create and enforce plans to meet the needs of customers.Bring in channel partners to increase distribution.