Sr. Private Wealth

As a Sr. Private Wealth professional in Mumbai, your role will involve providing comprehensive wealth management services to Ultra high-net-worth and Family Office clients. Your daily tasks will include developing and implementing financial plans, managing investment portfolios, conducting market research, and maintaining client relationships. Additionally, you will be responsible for business development activities to attract new clients and grow the firm's client base. Key Responsibilities: - Develop and implement financial plans for clients - Manage investment portfolios effectively - Conduct market research to stay updated with industry trends - Maintain strong and lasting relationships with clients - Engage in business development activities to expand the client base Qualifications Required: - Strong communication and training skills - Finance and accounting expertise - Proven experience in business development - Excellent problem-solving and analytical skills - Ability to work independently as well as collaboratively - Relevant certifications such as CFA, CFP, or similar are considered advantageous If any additional details of the company were provided in the job description, they would be included here.,