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Private Wealth Manager

Private Wealth Manager

Talent Corner Hr Services

6 - 11 years

|

12 - 22 Lacs

Patna

Posted:1 month ago| Platform:

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Skills Required

Private Wealth Management Private Banking Private Client Ultra Hni Investment Advisory Family Office Private Wealth

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.

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www.talentcorner.in

Human Resources

Mumbai

51-200 Employees

1387 Jobs

Key People

Manish Gupta

Managing Director
Richa Sharma

HR Consultant
Amit Verma

Business Development Manager

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