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Wealth Relationship Manager - PCG

Wealth Relationship Manager - PCG

Genius Consultants

5 - 10 years

|

5 - 10 Lacs

Pune Maharashtra India

Posted:4 months ago| Platform: Foundit logo

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Skills Required

private wealth management Investment Solutions AUM Growth Client Acquisition UHNI Network Regulatory Compliance

Work Mode

On-site

Job Type

Full Time

Job Description

Role & responsibilities

Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
Sharing model portfolios with clients.
Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Preferred candidate profile

A candidate with good stability and strong client UHNI network with 5+ years of experience into Private wealth management.

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Genius Consultants

Consulting

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