Location: Pune
Industry: Wealth Management
Experience: 7–15 Years
Employment Type: Full-Time
About the Role
We are looking for experienced Private Wealth Managers to join one of our esteemed clients in the Wealth Management industry.
The ideal candidate will have a proven track record of managing HNI/UHNI clients and providing comprehensive wealth management and investment advisory solutions.
Key Responsibilities
- Acquire and manage HNI/UHNI clients for wealth management services.
- Develop and maintain long-term client relationships through personalized financial advice.
- Advise clients on Mutual Funds, PMS, AIFs, Bonds, Structured Products, Insurance, Equities, Fixed Income, and Alternate Investments.
- Develop customized financial and investment strategies based on client goals and risk appetite.
- Achieve AUM, revenue, and client acquisition targets.
- Collaborate with product specialists and investment teams to provide holistic wealth solutions.
- Monitor client portfolios and conduct regular portfolio reviews.
- Provide clients with relevant market updates and investment insights.
- Ensure compliance with internal policies and applicable regulatory guidelines.
Desired Candidate Profile
- Graduate/Postgraduate/MBA in Finance, Business, or a related discipline.
- 5–15 years of experience in Private Wealth Management, Wealth Advisory, or Private Banking.
- Robust experience managing HNI/UHNI client portfolios.
- Proven relationship management and business development skills.
- Strong knowledge of financial markets and investment products.
- Excellent communication, negotiation, and presentation skills.
- Ability to acquire new clients and build long-term relationships.