Wealth Manager/Private Banker - Private Wealth Division

Private Wealth Management - Team Handling/ Playing Captain profile - Reputed Financial Services Firm - (Private Wealth Vertical)

Job Description:

Team Handling/Playing Captain Roles and Responsibilities:

- Acquisition of Private Wealth clients through networking, database, market analysis, and references

- Maintain client relationships and generate AUM (Mutual fund, PMS, AIF, Insurance, Equity, etc) from -HNI/Ultra HNI clients

- Achieve the financial goals of the clients through various product line

- Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio

- Review and Diversify existing client portfolio on regular basis and provide guidance accordingly