Manager - Private Wealth - Investment Services

Private Wealth Manager for a leading Investment Services Company in India

Job Profile :

- Private Wealth Manager is the principal contact with the HNI clients, Corporates, Trusts & Family Offices.

- They should have a broad and deep understanding of sophisticated Wealth Management practices and Investment Strategies.

- Responsible for maintaining the ongoing relationships and leading in the development of new client relationships.

- Duties include managing the delivery of the wealth management services to the client.

- This will involve maintaining regular communication with the client, investment management, tax, financial planning etc.

Desired Profile : Bachelor's/P.G Degree with 10+ years of experience required.

Certifications required :

- Investment Advisor Level - NISM

- IRDA Advisory