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Private Wealth | Relationship Manager

Private Wealth | Relationship Manager

Waytogo Consultants

0 years

|

0 Lacs

chennai tamil nadu india

Posted:1 week ago| Platform:

Apply

Skills Required

mapping portfolio management planning

Work Mode

On-site

Job Type

Full Time

Job Description

Acquire new
HNI / UHNI
clients through referrals, market mapping, and professional networks.
Manage and deepen existing client relationships with a
portfolio-based approach
.
Act as a single point of contact for clients’ banking and investment needs.
Provide tailored wealth management solutions including:
Mutual Funds, PMS, AIFs
Bonds, Fixed Income & Structured Products
Insurance (Life, Health, General)
Global Investment Products (as permitted)
Conduct detailed
financial planning, asset allocation, and portfolio reviews
.
Collaborate with product specialists and investment advisors to deliver customized solutions.
Achieve
AUM, fee income and cross-sell targets
.
Increase wallet share through advisory-led selling.
Monitor portfolio performance and proactively identify opportunities.

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Waytogo Consultants

Consulting

San Francisco

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