Securities and Broking Firm

You are seeking a highly experienced Senior Client Partner Private Wealth to join a dynamic team with a proven track record in Private Wealth Management or Private Banking. Your expertise lies in managing and growing high-net-worth (HNW) client portfolios. - Acquire, manage, and grow an AUM portfolio by providing tailored wealth management solutions to HNW and UHNW clients. - Develop and execute strategies to deepen client relationships and maximize revenue potential. - Offer comprehensive financial advisory services, including asset allocation, investment planning, and portfolio management. - Collaborate with internal investment teams, research analysts, and product specialists to deliver best-in-class solutions. - Ensure compliance with all regulatory and risk management guidelines. - Drive business development efforts through client referrals, networking, and strategic partnerships. You should have: - Minimum 8 years of experience in Private Wealth Management or Private Banking. - Strong existing relationships and the ability to build a high-quality client portfolio. - Background in Private Banking, Securities, or Broking organizations preferred. - Deep understanding of investment products, financial markets, and asset allocation strategies. - Excellent communication, negotiation, and relationship management skills. - Ability to work independently and drive business growth proactively. Compensation will be as per market standards, based on experience and AUM potential. If interested, you can share your profiles at associate2@jobsnavigator.co.in,