Private Wealth Management(NBFC)

Job Description: As a Wealth Manager at our NBFC client, your role will involve managing and growing relationships with HNI/UHNI clients through personalized investment solutions. You will be responsible for: - Managing portfolios and fostering long-term client relationships - Providing customized investment strategies aligned with financial goals and risk profiles - Conducting regular reviews of portfolio performance and market trends - Acquiring new clients and enhancing the wallet share of existing ones - Achieving AUM and revenue targets in the designated region Qualifications Required: - MBA from a Top B-School preferred; additional certifications such as CFP/CWM/NISM would be advantageous - Minimum 5 years of experience in wealth/investment management - Strong communication and client management abilities - Demonstrated success in handling HNI/UHNI portfolios If you are passionate about managing wealth for high net-worth individuals and possess the required qualifications and experience, we encourage you to apply or share your profile at [Insert Email].,