Private Wealth Manager
Private Wealth Manager
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1 Vacancy
Job Description
Private Wealth Manager – HNI/Ultra HNI Advisory
About the Role:
We are hiring for a Private Wealth Manager who will play a crucial role in advising HNI and Ultra HNI clients on investment strategies. The ideal candidate should have a deep understanding of financial markets a strong track record in investment portfolio management and exceptional interpersonal skills to build lasting client relationships.
Key Responsibilities:
Develop and maintain strong trusted relationships with HNI/Ultra HNI clients.
Understand clients' financial goals risk tolerance and investment preferences to tailor personalized investment strategies.
Provide regular updates on portfolio performance asset allocation and market developments.
Stay updated with industry trends regulatory changes and best practices to offer informed advice.
Acquire new clients through referrals and market outreach while deepening relationships with existing clients through financial planning solutions.
Achieve annual targets related to AUM and revenue ensuring consistent growth in customer wallet share.
Participate in client meetings presentations and educational seminars to showcase expertise.
Desired Profile:
Education: Master’s Degree from an accredited institution.
Experience: Minimum 8 years in investment management wealth advisory or financial services.
Skills & Competencies:
Strong communication skills (multilingual preferred).
Indepth market knowledge and analytical abilities.
Strong persuasion and relationship management skills.
Serviceoriented mindset with perseverance and adaptability.
Ability to work independently and in a team environment.
Certifications:
Candidates must obtain the necessary industry certifications as per regulatory and organizational requirements.
Location: Mumbai Delhi Bangalore Kolkata Chennai Pune Hyderabad
Interested candidates can apply with their updated resumes.
Skills
Market Knowledge, Analytical Abilities, Relationship Management, Management Skill, Interpersonal Skill, Financial Planning, Strong Communication Skill, Strong Communication, Communication Skill, Adaptability, Hiring, Trends, Interpersonal Skills, Work Independently
Employment Type
Full Time
