Private Wealth Manager (Mumbai)

Private Wealth Manager (Mumbai)

03 Nov
|
Nuvama Wealth and Investment
|
Mumbai

03 Nov

Nuvama Wealth and Investment

Mumbai

Roles and Responsibilities :

- Manage high net worth individual (HNI) clients' relationships, providing personalized financial planning and investment advice.

- Identify new business opportunities through networking, referrals, and market research to expand the client base.

- Develop and implement customized wealth management strategies to achieve clients' financial goals.

- Monitor portfolio performance, making adjustments as needed to optimize returns.

Job Requirements :

- 4-20 years of experience in private banking or wealth management.

- Proven track record in HNI acquisition and retention.

- Solid understanding of private banking products and services.

- Excellent communication skills for building strong relationships with clients.

📌 Private Wealth Manager (Mumbai)
🏢 Nuvama Wealth and Investment
📍 Mumbai

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