Private Wealth Manager - HNI/UHNI

Essential Duties and Responsibilities:

- Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.

- Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.

- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.

- Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.

- Accountable to achieve annual targets on AUM & revenue in the respective geography.

- Aiming for consistent growth of customer wallet share and book size.

- Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Personnel Specification

Education: Masters Degree from an accredited College

Experience: 8 Years experience in investment management, wealth advisory, or related financial services roles.

Skill Sets

- Market knowledge (understand the dynamics of financial business)

- Resourcefulness

- Convincing Skills

- Analytical skills

Other Requirements (if any)

Behavioural Competencies

- Perseverance

- Interpersonal skills

- Cultural sensitivity

- Willingness to learn

- Initiative

- Teamwork and Cooperation

- Result Oriented

- Creativity and Innovation

- Communication and courtesy to customers

Certifications