Private Wealth Management (NBFC)

Banking and NBFC job

5 - 9 years

0 Lacs

kochi kerala

Posted:4 days ago| Platform: Shine logo

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Skills Required

investment management client relationship management financial goals portfolio management client acquisition wealth manager risk appetite market trends analysis revenue targets

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager for HNI/UHNI clients at an NBFC client, your role involves managing and growing relationships with high net worth individuals by providing personalized investment solutions. You will be responsible for the following key tasks: - Manage portfolios and cultivate long-term client relationships. - Offer customized investment strategies based on clients" financial goals and risk tolerance. - Conduct regular reviews of portfolio performance and stay updated on market trends. - Acquire new clients and enhance the wallet share of existing ones. - Meet the assigned region's AUM and revenue targets. To qualify for this position, you should meet the following requirements: - Hold an MBA degree (preference for Top B-School); CFP/CWM/NISM certifications would be a plus. - Have at least 5 years of experience in wealth/investment management. - Possess excellent communication and client management skills. - Demonstrate a proven track record in managing HNI/UHNI portfolios. If you are interested in this opportunity, please apply now or share your profile at [Insert Email].,

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