Investment Counsellor / Private Wealth Manager
Investment Counsellor / Private Wealth Manager
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Job Description
Profile: Investment Counsellor / Private Wealth Manager
Location: Chennai - Tamil Nadu
Experience: Minimum 8 years in investment management wealth advisory or financial services
Education: Master’s Degree from an accredited college
CTC: 15 LPA
Job Summary:
The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions to HNI/Ultra HNI clients. The role demands expertise in financial markets portfolio management and relationship-building to drive asset growth and revenue generation.
Key Responsibilities:
- Develop and maintain strong client relationships understanding their financial goals and risk appetite.
- Provide personalized investment strategies portfolio reviews and market insights.
- Ensure proactive communication on portfolio performance and market trends.
- Acquire new clients through referrals and open market sourcing expanding the AUM and revenue.
- Stay updated on industry trends regulations and best practices.
- Conduct client meetings presentations and financial planning discussions.
Required Skills & Competencies:
- Strong communication skills (multilingual preferred).
- In-depth market knowledge and ability to identify investment opportunities.
- Analytical & convincing skills to drive financial solutions.
- Service-oriented approach with perseverance and result-driven mindset.
- Teamwork initiative and creativity in client engagement strategies.
Certifications:
Must possess mandatory industry certifications as per company policy.
Join us and be a part of a leading financial services firm that values expertise innovation and client trust.
To apply mail your resume: OR
Regards
Utprerika Srivastava
Lead Manager - HR
Staffiaa Services
Skills
Wealth Management, Investment Counsellor
Employment Type
Full Time
