Roles and Responsibilities :

- Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized financial planning and investment advice to achieve their wealth creation goals.
- Develop and maintain robust relationships with clients through regular communication, ensuring timely delivery of services and resolving any issues that may arise.
- Identify new business opportunities by networking within the community, attending events, and leveraging existing contacts to expand the client base.
- Collaborate with internal teams to ensure seamless execution of transactions, including trading, settlements, and account maintenance.

Job Requirements :

- 7-15 years of experience in b2c/ b2b sales or private wealth management in an investment bank/venture capital/private equity firm.
- Proven track record of success in managing HNI/UHNI clients' portfolios and growing assets under management (AUM).
- Strong understanding of b2b/ b2b sales principles and ability to build strong relationships with clients at all levels.

📌 Senior Private Wealth Manager (New Delhi)
🏢 SMC Global Securities
📍 New Delhi