Private Wealth Manager
Job Description
Wealth Manager Roles And Responsibilities Acquiring HNI/ UHNI clients through networking, database, market analysis, and references Maintain client relationships and generate AUM from HNI/Ultra HNI clients Achieve the financial goals of the clients through various product line Key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio Coordinate with product and research teams to taking investment decisions for the clients Achieve budgeted targets in terms of the number of clients/volume of business & assets Share regular communications with clients regarding information, research, and material of the organization Desired Candidate Profile Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading Equity, Commodities & Currency Preferably handling AUM of 20cr. and above Should have excellent social/ interpersonal skills Should be okay with Client Acquisition (B2C)
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Job Detail
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Job IdJD3111887
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDelhi, India
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EducationNot mentioned
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ExperienceYear