Private Wealth Manager

5 years

0 Lacs

Posted:3 days ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Overview

This role focuses on managing and growing the investment portfolios of high net worth and ultra-high net worth clients, ensuring personalized wealth management solutions that align with their financial goals.

Responsibilities

  • Develop and maintain strong relationships with HNI and Ultra HNI clients to understand their investment needs and risk profiles.
  • Manage portfolios using Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) to optimize asset under management (AUM) growth.
  • Provide tailored financial advice and wealth planning strategies to maximize client returns and satisfaction.

Requirements

  • Proven experience in private wealth management with a focus on HNI and Ultra HNI clientele.
  • Strong knowledge of PMS, AIF products, and portfolio management techniques.
  • Excellent communication and relationship management skills to engage sophisticated investors.
  • 5+ years of experience in the related field

Nice-to-Haves

  • Familiarity with regulatory frameworks governing wealth management and investment advisory.
  • Ability to analyze market trends and provide timely investment insights.
  • Experience in cross-selling financial products and services within wealth management.



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