Private Wealth Manager

6 - 11 years

12 - 22 Lacs

Posted:2 months ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Talent Corner Hr Services logo
Talent Corner Hr Services

Human Resources

Mumbai

RecommendedJobs for You

Mumbai, Bengaluru, Delhi / NCR