Captain - Private Wealth Firm

Hiring for a Playing Captain role with a Private Wealth firm

Description:

- The incumbent would be responsible for the managing HNI customers and have regular meetings with them.

- To research, investigate and update himself and the teams on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- Distinguish the company vis a vis competitor

- Engage in brand building exercises by focusing on the research based strength of the company

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

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

- Review and Diversify existing client portfolio on regular basis and provide guidance accordingly

- Maintain client relationships and ensure growth of AUM