Sr. Private Wealth

As a Sr. Private Wealth professional at our company, located in Mumbai, you will be responsible for 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. You will also be involved in 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 thorough market research - Maintain strong and lasting client relationships - Engage in business development activities to attract new clients and expand the client base Qualifications: - Strong communication and training skills - Finance and accounting expertise - Proven experience in business development - Excellent problem-solving and analytical skills - Ability to work independently and collaboratively - Relevant certifications such as CFA, CFP, or similar are a plus,