Private Wealth Manager_Mumbai
Job Description:
Job Purpose:
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Job Responsibilities:
- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
Role Requirements:
- Educational Qualifications: Graduation / Post Graduation in any discipline
- Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
- Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
- IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
Benefits:
- All Saturdays Off
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10-6 work timings(Switch off policy after 6pm that is all your business calls, emails,and office lights get switched off automatically)
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Work-life balance
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No PIP
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Unlimited incentives, foreign trips, national & international events
Company Profile
Our --- --- business was instituted in the year 2007 to cater to Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge to identify the right mix of Fund Managers across asset classes to ensure a winning portfolio. Our offering includes products and services across platforms and asset classes from equity, alternate, credit solutions, estate planning, will making, property advisory to family office.
When it comes to managing ---, options come in various shapes and sizes. Only knowledge helps to identify the correct shape. At --- --- --- --- (MOPW), we use knowledge to identify the right mix of Fund Managers across asset classes to ensure that a winning portfolio.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.