Private Wealth Manager

Job Description

 Roles and Responsibilities: 

Wealth Manager Roles and Responsibilities:

 Acquiring HNI/ UHNI clients through networking, database, market analysis, and references

 Maintain client relationships and generate AUM from HNI/Ultra HNI clients

 Achieve the financial goals of the clients through various product line

 Key products are - MF, Bonds, AIF, Unlisted shared, Trading – Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans – Secured & Unsecured, Real Estate advisory

 Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio

 Coordinate with product and research teams to taking investment decisions for the clients

 Achieve budgeted targets in terms of the number of clients/volume of business & assets

 Share regular communications with clients regarding information, research, and material of the organization

 Contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment Desired Candidate Profile:

 Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading – Equity, Commodities & Currency

 Preferably handling AUM of 20cr. and above

 Should have excellent social/ interpersonal skills

 Should be okay with Client Acquisition (B2C

Education + Experience + Salary

• Education: Graduation
• Experience: 5  Year
• Annual CTC: 500000 to  1500000

Country, State and City

• India
• Delhi
• Delhi