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Waytogo Consultants
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Private Wealth Manager

Private Wealth Manager

Waytogo Consultants

12 - 19 years

25 - 40 Lacs

Pune, Ahmedabad, Mumbai (All Areas)

Posted:2 months ago| Platform:

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Skills Required

HNI Acquisition Wealth Management Private Banking Ultra Hni PMS Family Office Private Wealth Investment Management Structured Products Investment Products Aif

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Job Type

Full Time

Job Description

Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Sharing model portfolios with clients Responsible for targeting the AUM growth & revenue generation from the relationships with Wealth Management. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

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