Private Wealth Manager

Private Wealth Manager

Essential Duties and Responsibilities:

- Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.

- Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.

- Provide ongoing communication and proactive updates to clients regarding portfolio
performance, asset allocation and market developments to identify opportunities & risks.

- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.

- Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.

- Accountable to achieve annual targets on AUM & revenue in the respective geography.

- Aiming for consistent growth of customer wallet share and book size.

- Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.