- Provide personalized wealth management solutions to high net worth individuals (HNIs) by analyzing their financial goals, risk tolerance, and liquidity needs.
- Develop and implement comprehensive investment strategies using various asset classes such as stocks, bonds, mutual funds, real estate, etc.
- Manage HNI clients' portfolios on an ongoing basis through regular monitoring of market trends and making adjustments as needed to achieve optimal returns.
- Collaborate with other teams within the organization to ensure seamless delivery of services including private banking, lending, insurance sales etc.
Job Requirements :
- 6-15 years of experience in wealth management or related field like private banking or investment advisory.
- Solid understanding of financial markets, instruments & regulations.
- Excellent communication & interpersonal skills for building strong relationships with HNIs.