Private Wealth Manager

OM Careers

8 - 13 years

30 - 45 Lacs

bengaluru

Posted:1 day ago| Platform:

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Skills Required

private wealth private wealth management wealth management hni private banking ultra hni priority banking investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

We are looking for seasoned Wealth Management professionals to manage and grow High Net Worth and Ultra HNI client relationships. The role requires strong advisory capability, portfolio management expertise, and an ability to deliver superior customer experience.

Key Responsibilities

Manage and expand relationships with HNI & UHNI clientele
Handle investment advisory across Mutual Funds, Structured Products, AIF, PMS, Bonds, Insurance & other wealth products
Ensure portfolio growth through asset allocation, cross-sell & up-sell strategies
Conduct periodic portfolio reviews ensuring superior returns and customer satisfaction
Achieve revenue targets across investment, liabilities & fee income
Acquire new HNI clients through market mapping, references & networking
Ensure 100% compliance & regulatory governance

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