Company Overview:

Our firm is a leading independent wealth management company providing comprehensive financial solutions to high-net-worth individuals and families. We operate across various investment platforms, including equities, fixed income, alternative investments, . With a strong presence in major metropolitan areas across India, we manage significant assets under advisement, delivering personalized and sophisticated financial strategies to our clients.

Role Overview:

As a Private Wealth Manager, you will be responsible for developing and managing relationships with high-net-worth clients, understanding their financial goals, and crafting tailored investment strategies to achieve those objectives. You will collaborate closely with internal teams, including investment analysts, portfolio managers, and client service associates, to deliver exceptional service and comprehensive financial planning solutions. This role directly impacts client financial well-being and contributes to the firm's growth and reputation as a trusted wealth advisor.

Key Responsibilities:

- Develop and maintain strong relationships with high-net-worth clients by providing personalized financial advice and exceptional service.

- Conduct thorough financial needs analyses for clients to understand their goals, risk tolerance, and investment preferences.

- Create and implement customized investment strategies for clients, aligning with their financial objectives and risk profiles.

- Monitor client portfolios regularly and make adjustments as needed to optimize performance and manage risk.

- Communicate market trends, investment opportunities, and portfolio performance to clients in a clear and concise manner.

- Generate new business by identifying and pursuing prospective clients through networking, referrals, and other business development activities.

- Ensure compliance with all regulatory requirements and firm policies related to wealth management activities.

- Collaborate with internal teams, including investment analysts, portfolio managers, and client service associates, to deliver comprehensive financial solutions.

- Stay updated on industry trends, market developments, and regulatory changes to provide informed advice to clients.

Required Skillset:

- Demonstrated ability to build and maintain strong relationships with high-net-worth clients.

- Proven expertise in developing and implementing customized investment strategies.

- Excellent communication, presentation, and interpersonal skills.

- Strong analytical and problem-solving abilities.

- In-depth knowledge of financial markets, investment products, and wealth management principles.

- Ability to work independently and as part of a team.

- Experience in generating new business and expanding client relationships.

- Bachelor's degree in finance, economics, or a related field; MBA or CFA preferred.

- Adaptability to work in a dynamic and fast-paced environment across multiple locations in India.

- Minimum of 12 years of experience in private wealth management or a related field.