Private Wealth Manager

Job Description:

- Responsible to acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds, PMS, PE, Bonds, Structured Products and Broking

- Developing new product ideas to improve revenue generation

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions