Location: Delhi NCR / Mumbai / Bangalore / Hyderabad/ Kolkata /Chennai /Coimbatore /Ahmedabad

Department: Private Wealth Management

Experience: 3–10 years

Employment Type: Full time

Role Overview

We are seeking an experienced Private Wealth Manager to acquire, manage and grow relationships with HNI/UHNI clients. The role will involve providing holistic wealth-management solutions across investments, portfolio management, financial planning and related wealth solutions while building long-term client relationships.

Key Responsibilities

- Acquire and onboard new HNI/UHNI clients through networking, referrals, skilled networks and business development.
- Build and maintain long-term relationships with existing clients.
- Understand clients' financial objectives, risk appetite, liquidity requirements and investment horizon.
- Develop customized wealth-management and asset-allocation strategies.
- Recommend suitable investment solutions including Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Equities and Insurance, as appropriate.

📌 Senior Wealth Manager (Chennai)
🏢 Important Company of the Sector
📍 Chennai