Private Wealth Manager

Our client is a well known financial institution looking out for Managers, Teamleads & Regional Manager for its private wealth segment.

The candidate would be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients & offer wealth advisory services. Need to ensure growth of AUM or book size.

Private Bankers/ Wealth Managers are preferred

Key Deliverables:

1) Critical:

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

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

2) Routine:

- 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.