Our client is one of the India's leading wealth and asset management firm dedicated to empower India's HNW and Ultra-HNW families to grow, preserve and transfer their wealth & legacy. We are looking at candidates with the below key expertise: - Experience in wealth management, private banking and client management with strong sales skills. - Able to develop and maintain strong relationships with HNI and UHNI, family offices and corporates. - Increase AUM, Net Sales and Market Share for the firm. - Stay abreast of industry best practices, financial products, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to the clients. Key Responsibilities: - Proven experience as a Wealth Manager/ Private Banker or similar role, with a demonstrated track record of successfully managing High Net-worth Individual (HNI) / Ultra-High-Net-Worth Individuals (UHNI) and Family Offices cliental relationships and portfolios. - Execute strategies, aligned with the organisation's goal to be leading wealth management firm. - Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. - Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. - Acquire new clients (via references from existing clients & open market) and increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. - Monitoring monthly metrics & KPIs, ensuring adherence to operational standards. - Mentoring internal & external stakeholders on various process and regulatory requirements. - Building relationship with key clients, acquiring new client, ensuring their retention and repeat business generation providing the best-in-class client services availing multiple products and services. - Providing best in class research advisory to the selected strata of clients with the intention of becoming the sole banker with highest wallet share for the client. - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals - Conduct risk profiling of all mapped clients for better advisory on investment needs. Preferred candidate profile: - Educational Qualifications: Graduation / Post Graduation in any discipline - Experience: 5-15 years of Wealth Management/ Private Banker experience in the finance industry since the hiring is open for multiple grades across the firm. - Understanding of market pulse, knowledge on investment products, understanding of wealth platform. - Strong network within the HNI and Ultra HNI segments and Family offices. - Ability to build and maintain long term relationships, deepening relationship and growing revenues. - Pleasant personality, excellent communication and strong interpersonal skills. - High ownership, proactive and strong stakeholder management skills (both internal and external). Location: PAN India

Anywhere in India/Multiple Locations

Private Banker/Wealth Manager - Asset & Wealth 

Job Description for Private Banker/Wealth Manager - Asset & Wealth  in Wave HR & Advisory Pvt Ltd in  Anywhere in India/Multiple Locations for (5-12) years of experience. Apply Now!