Posted:1 month ago|
Platform:
Remote
Full Time
Key Responsibilities Client Acquisition & Relationship Management : Identify, acquire, and manage relationships with High Net-Worth Individuals (HNWIs) and Ultra High Net-Worth Individuals (UHNWIs), ensuring personalized financial solutions. Investment Advisory : Provide research-based advice on Mutual Funds, Portfolio Management Services (PMS), Structured Products, and Insurance. Portfolio Management : Monitor and adjust client portfolios to align with their financial goals and market conditions. Business Development : Develop strategies to expand the client base and increase Assets Under Management (AUM). Client Engagement : Conduct regular meetings (both virtual and in-person) to review client portfolios and provide updates. Market Research : Stay updated on market trends and investment opportunities to offer informed advice. Compliance & Reporting : Ensure adherence to regulatory requirements and prepare regular reports on client portfolios and performance. Qualifications & Skills Education : Bachelors degree in Finance, Economics, Business Administration, or related field. An MBA or certifications like CFP or CFA is a plus. Experience : 5–10 years in wealth management or financial advisory roles, with a proven track record in managing HNI/UHNI clients. Technical Skills : Proficiency in financial planning tools, Microsoft Excel, and PowerPoint. Familiarity with CRM software is advantageous. Soft Skills : Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Ability to work independently and as part of a team. High level of integrity and professionalism.
Phillipcapital
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
Hyderabad, Chennai, Bengaluru
5.0 - 8.0 Lacs P.A.
6.0 - 10.0 Lacs P.A.
Hyderabad
10.0 - 20.0 Lacs P.A.
15.0 - 30.0 Lacs P.A.
Chennai
20.0 - 35.0 Lacs P.A.
Kolkata, West Bengal, India
Salary: Not disclosed
35.0 - 50.0 Lacs P.A.
Pune, Mumbai (All Areas)
20.0 - 30.0 Lacs P.A.
Bengaluru
12.0 - 22.0 Lacs P.A.
Bengaluru
12.0 - 22.0 Lacs P.A.
