07 Aug
|
Placewell Careers
|
Chandigarh
07 Aug
Placewell Careers
Chandigarh
Roles and Responsibilities :
Manage HNI & UHNI clients' portfolios, providing investment advisory services to achieve their financial goals.
Develop and implement customized wealth management plans for these clients, including portfolio management strategies and risk assessment.
Build robust relationships through regular communication, ensuring timely resolution of queries and concerns.
Achieve organisational objectives of high customer satisfaction scores.
Job Requirements :
10+ years of experience in private or affluent wealth management or related field.
Solid understanding of investment advisory, portfolio management, PMS (Private Markets Securities), and priority banking concepts.
Proven track record in managing HNI & UHNI client relationships and growing assets under management (AUM).
Acquire customers through natural market, references from internal sources via existing bracnch or digital networks.
📌 Private Wealth Manager Chandigarh
🏢 Placewell Careers
📍 Chandigarh