Experience Required
- Usually 58 years
- Background in:
- Wealth Management
- Private Banking
- Investment Advisory
- Financial Distribution
Key Responsibilities
- Manage and grow HNI/UHNI client portfolios
- Provide customized investment and financial planning solutions
- Handle products such as:
- Mutual Funds
- PMS
- AIFs
- Bonds
- Insurance
- Structured Products
- Drive recent client acquisition through referrals and networking
- Conduct portfolio reviews and client engagement meetings
- Achieve AUM and revenue growth targets
- Track market trends and advise clients accordingly
- Ensure compliance with regulatory and company policies
- Coordinate with research and product teams for investment solutions
Skills Required
- Strong relationship management and client servicing
- Knowledge of capital markets and asset allocation
- Financial planning and portfolio construction knowledge
- Sales and business development capability
- Communication and presentation skills
- Ability to handle HNI clients and market volatility discussions