Wealth Manager - HNI & PCG - BFSI

Wealth Manager - HNI & PCG | Mumbai | 6 - 8 Y

Job Responsibilities:

- Manage HNI Investors' portfolios, keeping investor plans up-to-date

- Acquire new HNI clients and increase their portfolio size

- Understand HNI client's needs and develop long-term relationships

- Keep updated with client profiles, investment objectives, and risk appetite

- Advise and develop an investment strategy that aims to meet clients' objectives, needs as well as risk profiles

- Prepare or interpret for HNI Investors, information such as investment performance reports, financial document summaries, or income projections

- Investigate available investment opportunities to determine compatibility with client financial plans

- Proactively advise and consult clients explaining the types of Financial services available, educating them about investment options and potential risks

- Monitor financial market trends and advise HNI Investors on Financial Products and Services

Job Requirements:

- Master's Degree in Finance or equivalent qualification

- 6-8 Years of experience in wealth management handling HNI portfolio

- Strong Networking and Relationship Building skills

- Understanding of Debt markets and products is preferable

- Good communication - written & verbal and excellent presentation skills

- Excellent analytical skills

About the client:

- The client provides institutional & HNI investors investment and financial services.