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Senior Client Partner - Private Wealth

5 - 9 years

0 Lacs

pune maharashtra

Posted:5 days ago| Platform: Shine logo

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Skills Required

relationship management team management financial monitoring regulatory compliance sales target achievement market trends analysis investment opportunities

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager, your primary responsibility will be to oversee and enhance relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients to guarantee their contentment and loyalty. You will be expected to take charge of leading, guiding, and supervising a group of wealth advisors, motivating them to excel in their roles and contributing to the growth of revenue. Additionally, you will be required to keep a close eye on the financial performance, maintain adherence to regulatory requirements, and meet sales objectives. It will also be crucial for you to stay abreast of current market trends and identify investment prospects that align with the needs of private wealth clients.,

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