Role & responsibilities
Comprehensive Wealth Management: Designing integrated plans for wealth creation, preservation, and enhancement based on in-depth client risk profiling
Cross-Product Advisory: Showcasing and selling the entire product suite of Client, including Mutual Funds, PMS/AIF strategies, structured products, alternative assets, direct equity, and unlisted prospects.
Portfolio Reviews: Conducting periodic performance reviews of client portfolios in collaboration with the internal product and research teams.
HNI Acquisition & Mining: Identifying potential wealthy clients to build robust financial relationships while continuously mining existing portfolios to expand total Asset Under Management (AUM).
Regulatory Compliance: Ensuring absolute compliance with KYC, SEBI rules, and internal legislative frameworks governing financial markets.

Preferred candidate profile
Must have 3+ years of experience, preferably with experience in Wealth Management companies.

📌 Senior Client Partner Private Client Group Pcg Mumbai (India)
🏢 Forward
📍 India