Wealth Manager - HNI/UHNI

Job Description

- Acquire, manage, and deepen relationships with HNI/UHNI clients.

- Deliver customized financial solutions including mutual funds, PMS, AIFs, bonds, insurance, and other wealth products.

- Conduct detailed financial needs analysis and risk profiling of clients.

- Develop and implement comprehensive financial plans tailored to client goals.

- Conduct periodic portfolio reviews and rebalancing as per market movements and client preferences.

- Stay updated on market trends, regulatory changes, and investment products to provide informed advice.

- Generate revenue through investment advisory, cross-selling, and referrals.

- Collaborate with product, research, and operations teams to deliver seamless client experiences.

- Ensure full compliance with internal policies and SEBI/AMFI regulatory guidelines.