Private Wealth Manager

The Private Wealth Manager-Wealth is responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services & would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: -

·      Managers with prior experience working in a Private Bank/Wealth Management set up.

Mutual Funds, PMS, Structured Products etc

·       Handle and manage clients.

·       Experience of advising clients across asset classes.

·       Strong analytical skills and ability to work in teams

·       Candidates having good vintage in their present as well as previous companies

·       Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

Mutual Funds, PMS, Structured Products

·       To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

·       To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

·       To conduct and assist in organizing seminars, workshops and other business development activities.