Job
Description
As a Senior Client Partner in Private Wealth at our company, you will play a crucial role in managing and growing high-net-worth client portfolios. Your responsibilities will include: - Acquiring, managing, and growing an AUM portfolio through tailored wealth management solutions for HNW and UHNW clients. - Developing and implementing strategies to enhance client relationships and maximize revenue. - Providing comprehensive financial advisory services such as asset allocation, investment planning, and portfolio management. - Collaborating with internal teams to deliver top-notch solutions. - Ensuring compliance with regulatory and risk management guidelines. - Driving business development through client referrals, networking, and partnerships. To excel in this role, you should meet the following requirements: - Possess a minimum of 8 years of experience in Private Wealth Management or Private Banking. - Have strong existing relationships and the ability to build a high-quality client portfolio. - Preferably come from a background in Private Banking, Securities, or Broking organizations. - Demonstrate a deep understanding of investment products, financial markets, and asset allocation strategies. - Exhibit excellent communication, negotiation, and relationship management skills. - Be capable of working independently and proactively driving business growth. The compensation for this position will be as per market standards, based on your experience and AUM potential. If you are interested in this opportunity, please share your profile at associate2@jobsnavigator.co.in. As a Senior Client Partner in Private Wealth at our company, you will play a crucial role in managing and growing high-net-worth client portfolios. Your responsibilities will include: - Acquiring, managing, and growing an AUM portfolio through tailored wealth management solutions for HNW and UHNW clients. - Developing and implementing strategies to enhance client relationships and maximize revenue. - Providing comprehensive financial advisory services such as asset allocation, investment planning, and portfolio management. - Collaborating with internal teams to deliver top-notch solutions. - Ensuring compliance with regulatory and risk management guidelines. - Driving business development through client referrals, networking, and partnerships. To excel in this role, you should meet the following requirements: - Possess a minimum of 8 years of experience in Private Wealth Management or Private Banking. - Have strong existing relationships and the ability to build a high-quality client portfolio. - Preferably come from a background in Private Banking, Securities, or Broking organizations. - Demonstrate a deep understanding of investment products, financial markets, and asset allocation strategies. - Exhibit excellent communication, negotiation, and relationship management skills. - Be capable of working independently and proactively driving business growth. The compensation for this position will be as per market standards, based on your experience and AUM potential. If you are interested in this opportunity, please share your profile at associate2@jobsnavigator.co.in.
