Private Wealth Manager

Role - Private Wealth

Experience Required: 5+ Years

Job Description:

We are looking for an experienced and highly motivated Wealth Manager to join our team. The ideal candidate will have a strong background in wealth management products, client acquisition, and relationship management with HNI and UHNI clients.

Key Responsibilities:

Acquire, manage, and grow a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients.

Offer tailored investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and other wealth products.

Maintain and grow AUM (Assets Under Management), with a strong focus on Mutual Funds.

Ensure high levels of client satisfaction through effective and proactive relationship management.

Stay updated with market trends, investment products, and regulatory requirements.

Key Requirements:

Minimum 5 years of experience in wealth management or related financial services.

Strong product knowledge in Mutual Funds, PMS, Bonds, and other investment vehicles.

Proven track record of client acquisition and AUM growth.

Excellent communication, interpersonal, and relationship-building skills.

Ability to understand clients' financial needs and deliver appropriate investment solutions.