Private Wealth Manager

Talengage

7 - 12 years

25 - 40 Lacs

Mumbai Bengaluru Delhi / NCR

Posted:1 month ago| Platform:

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Skills Required

Wealth management relationship manager HNI Private Banking Portfolio Management HNI Sales Investment Advisory Financial Advisory HNI Acquisition Wealth Investment Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

About Our Client

The client is a Indian NBFC company with multiple offices.(one of the top names in the market)

The responsibilities of the role are as follows:

Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
Acquisition of new clients.
Explaining various products and services to prospective clients
Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
Reviewing clients' current investment portfolios and recommending changes to meet their needs
Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
Providing financial advice and services to clients in order to meet their short-term and long-term financial goals

The candidate should have the following:

5-15 years of experience within private banking or wealth management
At least a bachelor's degree in economics/accounting/finance/business management from a well know university
A good understanding of investment products and asset classes
A good network of clients across UHNWI/HNWI, family offices and/or institutions
Strong communication skills

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