• Responsibilities and Duties:Establish relationships with high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) to expand the Private Wealth Group.
• Leverage networking, referrals and targeted outreach to build a robust client base, ensuring the group’s growth, long-term success and expansion of client portfolio.
• Engage in cross-selling efforts, promoting a wide range of financial products and services that include Mutual Fund, PMS, AIF, General Insurance, Loans etc. to align with the company's strategic goals.
• Actively pursue new client acquisition and handle current customer onboarding.
• Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
• Evaluate investment opportunities, drive revenue growth and exceed any proposed targets while considering factors such as risk, return potential and liquidity.
• Foster long-term relationships and ongoing advisory support while providing proactive wealth management solutions to UHNIs.
• Stay well-versed with new financial products, services and advisory solutions and be updated about financial markets, emerging trends and developments within the investment landscape.
• Collaborate with internal teams, such as tax advisors, auditors, legal and sales professionals, to offer comprehensive financial solutions to clients.
• Provide proactive supervision of client portfolios, ensuring alignment with evolving financial goals and market conditions while optimizing portfolio performance.
• Ensure all client interactions,



financial advice and product recommendations are in line with regulatory protocols and company policies.
• Regularly compile and update detailed MIS reports that highlight key metrics, client interactions, sales progress and reflects real-time updates on portfolio performance and client’s status.
•

Qualifications:
BBA or equivalent Bachelor’s degree is an essential requirement
• MBA or equivalent Master’s degree is an essential requirement
• Additional Trainings or Certifications would be an added advantage.
• Knowledge:Aware of the latest industry trends relating to wealth planning and management, investment advisory and portfolio management.
• Good understanding of Investments and Wealth products such as Mutual Funds, PMS, AIF, Bonds etc.
• Good overall knowledge of local and international markets.
•

Experience:
5
- 10 + years of experience in wealth management, private banking, financial planning, investment advisory or portfolio management.
• Experienced in client relationship management or managing HNIs/UHNIs while providing investment or financial advisory services.
•

Skills:
Strong communication and interpersonal skills.
• Good organizational skills and attention to detail.
• Persevering, enthusiastic, motivated and self-driven.
• Proven track record of achieving business development targets.
• Ability to develop and maintain good client relationships.
• Ability to handle client objections and resolve issues effectively.

Job Type
s: Full-time, PermanentSchedule: Day shiftPay: ₹500,000
- ₹1,500,000 per monthIndustry
- Financial ServicesExperience: Minimum 4 years (Required)Work

Location:
Ekkathuthangal (Chennai)

📌 Wealth Manager (Chennai)
🏢 NJ MACSON
📍 Chennai