Private Wealth Management Role

Roles and Responsibilities:

- Analyse financial information obtained from clients to determine strategies for meeting clients financial needs 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 the acquisition of high-net-worth clients.

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

- Analyse client portfolios and make necessary suggestions.

- Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite

- Provide regular updates to the immediate superior as and when required

- Create and enforce plans that will help meet the needs of the customer.

Key Skills:

- Wealth Management experience in the industry.

- Must be from Wealth Platform or a banking background.

- Understanding of market pulse.

- Knowledge of investment products.

- Understanding of wealth platform

- Portfolio construction ability

- Interest in the financial market

- Analytical Skills

- Communication

- Quantitative Skills:

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