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 Group
📍 Chennai
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