Private Wealth Manager

Ardor Talent Solutions

8 - 13 years

20 - 35 Lacs

Chennai Hyderabad

Posted:3 months ago| Platform:

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Private Wealth Wealth Investment Private Wealth Management HNI Private Banking Ultra Hni Portfolio Wealth Manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities 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.

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Ardor Talent Solutions

www.ardortalentsolutions.com

Staffing and Recruitment

Talent City

50-200 Employees

15 Jobs

Key People

Jane Doe

CEO
John Smith

CTO

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Private Wealth Manager