Private Wealth Manager

7 - 12 years

20 - 35 Lacs

Pune, Ahmedabad, Mumbai (All Areas)

Posted:2 weeks ago| Platform: Naukri logo

Apply

Skills Required

Wealth Management Wealth Manager Private Wealth Management HNI Sales Ultra Hni Private Wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Private Wealth Manager General brief about the role: The Investment Counsellor / Private Wealth Manager at Geojit Financial Services Ltd. plays a vital role in providing investment advice and curated solutions to HNI/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 build strong client relationships. Essential Duties and Responsibilities: • Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. • Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. • Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. • Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. • Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. • Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. • Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise. Personnel Specification • Education: Masters Degree from an accredited College • Experience: 8 Years experience in investment management, wealth advisory, or related financial services roles. Skill Sets • Communication Skills (Must be multilingual with excellent communication) • Market knowledge (understand the dynamics of financial business) • Resourcefulness • Convincing Skills • Analytical skills Other Requirements (if any) • Behavioural Competencies • Service oriented • Perseverance • Interpersonal skills Preferred candidate profile

Mock Interview

Practice Video Interview with JobPe AI

Start Wealth Management Interview Now
Ardor Talent Solutions
Ardor Talent Solutions

Staffing and Recruitment

Talent City

50-200 Employees

55 Jobs

    Key People

  • Jane Doe

    CEO
  • John Smith

    CTO

RecommendedJobs for You

Pune, Ahmedabad, Mumbai (All Areas)

New Delhi, Pune, Mumbai (All Areas)

Pune, Ahmedabad, Mumbai (All Areas)

Pune, Delhi NCR, Mumbai (All Areas)