Private Wealth Manager

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