Private Wealth Manager - Investment Counsellor

Description:

About the Role

Join the elite Private Wealth team and serve HNI & Ultra HNI clients by crafting personalized investment strategies, building long-term trusted relationships, and driving portfolio growth with exceptional financial advisory.

Key Responsibilities:

- Develop & maintain strong relationships with HNI/Ultra HNI clients

- Understand clients financial goals, risk appetite & preferences to deliver tailored investment solutions

- Provide ongoing portfolio reviews, performance updates & proactive market insights

- Stay updated on market trends, regulatory changes & emerging opportunities

- Acquire new clients via referrals & open market; deepen engagement with existing clients

- Meet annual AUM & revenue targets in your geography

- Conduct client meets, presentations & educational seminars to showcase firm expertise

Who Were Looking For:

Education:

Masters Degree from an accredited college

Experience:

8+ years in investment management, wealth advisory, or related financial services

Strong product knowledge and excellent communication skills are valued over years of experience.

Must-Have Skills:

- Multilingual with excellent communication

- Deep market knowledge & understanding of financial business dynamics

- Convincing, analytical & resourceful

Behavioral Competencies:

- Service-oriented | Result-driven | Team player

- Creative & innovative | High perseverance | Cultural sensitivity

- Willing to learn | Initiative & ownership

Certifications:

Mandatory certifications as per companys Industrial Certification Policy

Why Join Us?:

- Be part of a trusted brand with 35+ years of legacy

- Manage high-net-worth portfolios with cutting-edge tools

- Clear growth path in Private Wealth vertical

- Performance-driven incentives & rewards