Manager - Private Wealth - Bank

Job Description:

Role & responsibilities:

- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

- 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.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Preferred candidate profile:

- Educational Qualifications: Graduation / Post Graduation in any discipline.

- Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

- Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)