Vice President/Director - Private Wealth

Vice President/Director - Private Wealth

Client Relationship Management

- Serve as the primary point of contact for high-net-worth clients.

- Build and maintain strong, trust-based relationships.

- Conduct regular portfolio reviews and strategy meetings.

Financial Planning

- Develop comprehensive financial plans including estate planning, retirement planning, tax strategies, and philanthropy.

- Analyze clients' financial situations, goals, and needs.

Investment Management

- Design and manage customized investment portfolios aligned with client goals and risk profiles.

- Monitor and rebalance portfolios based on market trends and performance.

- Must to managing 150 to 300 crores of Investment Asset