Private Wealth Manager Job Description

Position: Private Wealth Manager

Industry: Wealth Management / Private Banking

Location: As per requirement

Key Responsibilities:

Manage and develop relationships with HNI/UHNI clients.

Acquire recent clients through references, networking, and market mapping.

Understand clients financial goals and provide suitable investment and wealth management solutions.

Manage and grow client AUM (Assets Under Management) and generate revenue.

Advise clients on products such as Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, and other investment solutions.

Develop and maintain strong relationships with existing clients to ensure retention and business growth.

Conduct regular portfolio reviews and provide market/investment updates.

Coordinate with internal product, investment, and operations teams for smooth execution.

Ensure compliance with company policies and regulatory requirements.

Achieve assigned business, revenue, and AUM targets.

Thanks & Regards

Manisha Dombe

Unidus Services

Sr.Team Leader

Mob:(phone hidden)

Email ID : [email protected]

📌 Private Wealth Manager (Hyderabad)
🏢 Unidus Services
📍 Hyderabad