Private Wealth

As a Private Wealth Manager - Wealth RM, you will be responsible for providing expertise in wealth management, financial planning, and investment strategies tailored to meet the sophisticated needs of UHNIs. Your role will involve growing and managing client relationships, ensuring exceptional service delivery, and achieving client satisfaction and financial objectives. **Key Responsibilities:** - Identify and pursue opportunities to acquire new UHN clients through networking, referrals, and industry events. - Develop and implement strategies to grow the UHN client base and increase assets under management (AUM). - Collaborate with marketing and business development teams to enhance brand presence and reputation among UHNIs. - Build and maintain strong relationships with UHNIs, understanding their financial goals, risk tolerance, and investment preferences. - Serve as the primary point of contact for all client inquiries, ensuring timely and accurate responses. - Develop customized investment strategies and financial plans aligned with clients" long-term objectives. - Provide comprehensive advice on a wide range of financial products, including equities, fixed income, mutual funds, alternative investments, and structured products. - Monitor and review client portfolios, making necessary adjustments to optimize performance and manage risk. - Stay informed about global financial markets, economic trends, and new investment opportunities. - Collaborate with internal research teams to access and utilize proprietary insights and analysis. - Ensure all client interactions and transactions comply with regulatory requirements and company policies. - Conduct thorough due diligence and KYC processes to mitigate potential risks. - Maintain accurate and detailed records of client interactions and investment activities. **Qualifications Required:** - Masters Degree from an accredited College. - 15-20 years of experience in investment management, wealth advisory, or related financial services roles. - Skills required: Excellent Communication Skills (Must be multilingual with excellent communication), Market knowledge (understand the dynamics of financial business), and Analytical skills. In case of any additional details about the company, they have not been mentioned in the provided job description.,