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
Didn’t find the job appropriate? Report this Job