Job Responsibilities : - Build and maintain strong relationships with high net-worth clients, understanding their financial needs, goals, and risk tolerance. - Analyze clients' financial profiles and develop comprehensive investment plans tailored to their specific circumstances and objectives. - Create investment strategies, asset allocation strategies, and financial planning models. - Collaborate with external teams, such as asset management companies, Investment platforms, and fund managers, to deliver holistic solutions to clients. - Monitor and review clients' portfolios regularly and ensure the risk management of portfolio is controlled while finding investment opportunities for the portfolio. - Actively identify opportunities to deepen client relationships and generate new business through referrals and cross-selling of additional products and services. - Stay up to date with market trends, economic conditions, and regulatory changes affecting the financial industry. Job Requirements : - Advanced degrees such as Masters in Finance Degrees, MBA, CA, or CFA designation are highly desirable. - Proven track record of success in private banking or wealth management, with a minimum of 5 years of relevant experience. - Strong knowledge of investment products, financial markets, and wealth management strategies. - Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients. - Strong analytical and problem-solving abilities, with attention to detail and accuracy. - Ability to work independently and as part of a team in a fast-paced and dynamic environment. - Sound judgment and ethical conduct, with a commitment to compliance and regulatory requirements. - Proficient computer skills and familiarity with financial software and tools.

Mumbai

Mywealthwiz.com - Private Banker - Jericho Ventures 

Job Description for Mywealthwiz.com - Private Banker - Jericho Ventures  in Jericho Ventures Private Limited in  Mumbai for (5-10) years of experience. Apply Now!