Private Wealth Manager

Job Description

Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references. Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients. Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio. Collaborating with product and research teams to make investment decisions for clients. Achieving budgeted targets in terms of client acquisition, business volume, and assets. Sharing regular communications with clients regarding information, research, and organizational materials. Candidate Qualifications: The ideal candidate for this role should possess the following qualifications: Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate. Experience in handling an Asset Under Management (AUM) of 20 crores and above. Excellent social and interpersonal skills. Comfortable with client acquisition in a Business-to-Consumer (B2C) setting. Expertise in equity, mutual fund, and real estate advisory, as well as the capital market. Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs. Required Skills: Networking and relationship-building Knowledge of investment products Client acquisition