Posted By
Posted in
Banking & Finance
Job Code
1639118
Description:
- As a Wealth Manager Private Wealth, you will serve as a trusted financial advisor to HNI clients, guiding them in wealth creation, preservation, and strategic financial planning.
- This role demands exceptional relationship management skills, deep expertise in financial markets, and the ability to provide customized solutions aligned with clients long-term objectives.
Key Responsibilities:
- Develop and nurture strong, long-term relationships with HNI clients, acting as their primary financial advisor.
- Provide holistic wealth management solutions across multiple asset classes, including:
- Direct equities
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIFs)
- Mutual funds & structured products
- Arbitrage opportunities & private credit
- Insurance & alternative investments
- Legacy planning & international investing
- Tax minimization strategies
- Analyze market trends and global macroeconomic developments to assess their impact on client portfolios.
- Proactively identify client needs and tailor financial solutions accordingly.
- Leverage exclusive company resources, including premium events and club memberships, to enhance client engagement.
- Demonstrate innovation in wealth management strategies to optimize client portfolios.
Qualifications & Skills:
- Proven experience in wealth management, financial advisory, or investment banking.
- Strong understanding of financial markets, investment products, and wealth management strategies.
- Exceptional interpersonal and communication skills to build and maintain client trust.
- High integrity, professionalism, and discretion in handling financial and personal matters.
- A proactive, client-centric approach to financial advisory services
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Posted By
Posted in
Banking & Finance
Job Code
1639118