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Talent Acquisition at Emerald Management Services
Views:286 Applications:64 Rec. Actions:Recruiter Actions:13
Private Wealth Manager/Wealth Manager/Private Banker (5-15 yrs)
Role & Responsibilities
- Offer Private Banking/Wealth Management Services
- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.
- Service the investment requirements of HNI and Super HNI clients.
- To achieve sales targets in terms of income generated across all advisory products.
- To keep one self-updated on the financial markets and in advisory products/services in particular.
- Products covered - Direct Equity, Mutual Funds, Portfolio Management Services (third party), Insurance and Private Equity.
- Manage and analyze client's portfolio and update them on its performance.
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