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Waytogo Consultants
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Private Wealth Manager

Job Expired: This job listing has expired.

Private Wealth Manager

Waytogo Consultants

5 - 10 years

|

25 - 40 Lacs

Posted:8 months ago| Platform:

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Skills Required

Private Wealth Private Wealth Management Private Banking PCG Private Clients PMS Family Office Aif

Work Mode

Work from Office

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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Waytogo Consultants

Consulting

San Francisco

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