Private Wealth Manager - NBFC

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.

General brief about the role:

Private Wealth Manager plays a crucial role in providing sophisticated investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships.

Essential Duties and Responsibilities:

- Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.

- 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.

Role Requisites:

- Education: Master's Degree from an accredited College

- Experience: 5 Years' experience in investment management, wealth advisory, or related financial services roles. Ideal candidate should have relevant experience/knowledge in wealth products like PMS/ AIF/MF.

Skill Sets:

- Communication Skills (Must be multilingual with excellent communication)

- Extensive Market knowledge (understand the dynamics of financial business)

- Resourcefulness

- Convincing Skills

- Analytical skills

Behavioural Competencies:

- Service oriented

- Perseverance

- Interpersonal skills

- Cultural sensitivity

- Willingness to learn

- Initiative

- Teamwork and Cooperation

- Result Oriented

Certifications: Mandatory certifications must be acquired as per the Industrial Certification policy of the Company.