Senior Manager - Private Wealth Management

Roles and Responsibilities:

- Review and analyse clients' financial information to recommend suitable strategies that meet their financial goals.

- Manage Private Wealth, PMS, and AIF fund-related queries.

- Ensure delivery of various MIS reports as per requirements.

- Track financial market trends to ensure client plans stay updated and relevant.

- Work towards consistent growth of AUM/book size.

- Achieve targets related to client acquisition and revenue generation through various investment products.

- Develop new business by acquiring and managing high-net-worth clients and UHNI clients.

- Conduct regular client meetings to keep them informed about market developments and their portfolio status.

- Evaluate client portfolios and provide necessary recommendations for improvement.

- Suggest appropriate financial products based on clients' goals and risk profiles.

- Identify client needs, understand their risk appetite, and create suitable financial solutions.

- Share regular updates and reports with the reporting manager.

- Develop and implement plans to ensure clients' requirements are met effectively.

Key Skills:

- Experience in Wealth Management.

- Preferably from a wealth platform or banking background.

- Good understanding of financial markets and investment products.

- Knowledge of wealth platforms and portfolio construction.

- Strong interest in financial markets.

- Good analytical and communication skills.

- Strong numerical/quantitative ability.

Certification Requirements:

- Proficiency in MS Office and MS Excel.

- AMFI / IRDA certifications preferred.

Qualification Required:

- Post Graduate / MBA from a reputed institute