Private Wealth Manager-Mutual Funds for Jaipur priority immediate joiner

Job description

Job Title: Investment Counsellor / Private Wealth Manager

Position Overview:
We are seeking a dynamic and experienced Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for providing sophisticated investment advice and curated solutions to HNI/UHNI 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. Responsibilities/KPIs:

• Develop and maintain strong, trusted relationships with HNI/UHNI 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.

Qualifications:

• Must have completed an MBA from a premier business school. CFP, CWM, NISM or other relevant certifications preferred.
• Minimum of 5 years of experience in investment management, wealth advisory, or related financial services roles.
• Good communication & presentation skills. English is mandatory and a command of the local language would be beneficial.
• Proven track record of successfully managing investment portfolios for HNI/UHNI clients.
• Deep understanding of financial markets, investment products & asset allocation framework.
• Strong interpersonal and communication skills, with the ability to build rapport with clients, articulate investment concepts, and deliver compelling presentations.
• Ability to work independently, prioritize tasks, and manage multiple client relationships in a fast-paced, dynamic environment.
• Demonstrated commitment to ethical conduct, fiduciary responsibility, and compliance with regulatory requirements.

Location: Jaipur, Chennai and Hyderabad.

Interested candidates can share their resume on neha.pawar@huntsmenbarons.com or WhatsApp on 9109961225.

Job Type: Full-time

Pay: ₹2,500,000.00 - ₹3,000,000.00 per year

Schedule:

• Day shift

Work Location: In person