Private Wealth Manager - BFSI

Key Responsibilities:

- Acquire and onboard HNI/UHNI clients through networking, referrals, and business development initiatives.

- Provide personalized wealth management and investment advisory services based on clients' financial goals and risk profiles.

- Recommend and manage investment products, including PMS, Mutual Funds, AIFs, Bonds, Equities, Fixed Income Products, SIPs, Structured Products, and Unlisted Shares.

- Build and maintain long-term client relationships through regular portfolio reviews and financial planning.

- Achieve business targets for client acquisition, revenue generation, and AUM growth.

- Cross-sell and upsell wealth management products to existing clients.

- Monitor market trends and provide timely investment recommendations.

- Ensure compliance with SEBI regulations, KYC requirements, and internal policies.

- Maintain accurate client records and business activities in CRM systems.

Required Skills:

- 5-10 years of experience in Private Banking, Wealth Management, or Financial Services.

- Proven experience managing HNI/UHNI client portfolios and driving AUM growth.

- Strong knowledge of:

1. Portfolio Management Services (PMS)

2. Alternative Investment Funds (AIFs)

3. Mutual Funds

4. Bonds & Fixed Income Products

5. Equities & Structured Products

6. Wealth Advisory & Financial Planning

- Excellent client acquisition, relationship management, and consultative selling skills.

- Strong understanding of financial markets, investment products, and SEBI regulations.

- Proficiency in CRM tools and MS Office.

- Excellent communication, negotiation, and stakeholder management skills.

Preferred Skills:

- Experience managing an AUM book of 20 Crore+ (50 Crore+ preferred).

- MBA/PGDM in Finance or related field.

- NISM, AMFI (ARN), CFP, or CWM certifications are preferred.

- Knowledge of tax-efficient investment strategies and estate planning.