Private Wealth Manager

Client Relationship Management:

- Build, maintain, and deepen relationships with HNWI/UHNWI clients.

- Act as the primary point of contact for all financial and investment needs.

- Understand clients' financial objectives, risk appetite, and investment preferences.

Portfolio Management:

- Construct and manage diversified investment portfolios tailored to client goals.

- Monitor performance and rebalance portfolios as necessary.

- Coordinate with internal investment specialists and product teams.

Wealth Planning and Advisory:

- Offer financial planning services including retirement, estate, tax, and succession planning.

- Provide tailored solutions across asset classes-equities, fixed income, mutual funds, structured products, alternatives, etc.

- Ensure compliance with regulatory and internal risk frameworks.

Business Development:

- Grow AUM (Assets Under Management) through client acquisition and referrals.

- Participate in networking events, seminars, and client meetings to promote services.

- Maintain a pipeline of prospects and opportunities.

Risk and Compliance:

- Ensure client documentation, KYC/AML, and due diligence is up to date.

- Stay informed about market trends, regulatory changes, and investment strategies.

- Follow internal policies and ensure all activities are compliant with relevant regulations.