Private Wealth

Roles & Resposibilities:

Private Wealth & Family Office:- (Senior Manager/ AVP/ DVP/ VP)

Key Responsibilities:
Client Acquisition & Relationship Management:

• Develop and maintain relationships with high-net-worth clients to ensure long-term engagement.
• Identify potential clients and onboard them through personalized financial solutions.
• Conduct mandatory client meetings to provide financial insights and portfolio updates.
• Ensure client retention and satisfaction through effective service delivery.

Investment Advisory & Portfolio Management:

• Analyze financial information obtained from clients to determine investment strategies aligned with their financial objectives.
• Monitor market trends and economic conditions to provide timely recommendations.
• Regularly review and rebalance client portfolios to optimize returns and mitigate risks.
• Recommend suitable financial products based on client needs and risk appetite.

Revenue Generation & Business Development:

• Achieve set targets for AUM growth, acquisition, and revenue generation.
• Identify and execute cross-selling opportunities for investment products and other banking services.
• Collaborate with internal teams to develop and enhance wealth management offerings.

Compliance & Reporting:

• Ensure adherence to regulatory guidelines and internal policies.
• Maintain accurate client records and provide regular updates to the reporting manager.
• Keep up-to-date with industry trends, financial products, and regulatory changes.

Eligibility:-

* Must be from Wealth management background

* Should not be a job hopper and completed minimum 2years of tenure in last organisation

*Comfortable with aquisition