Wealth Manager - Private Wealth Division

Wealth Manager-Cluster Head-Playing & Non Playing Captain profile-Financial Services Firm-

(Private Wealth Division)

Job Description:

Wealth Manager Roles and Responsibilities:

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

- Maintain client relationships and generate AUM (Mutual fund, PMS, 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