Private Wealth Advisor - Bank

Key Responsibilities:

• Acquire, build, manage, and deepen relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, family offices through referrals, networking, prospecting, and market outreach.
• Generate and grow Assets Under Management (AUM), revenue, and wallet share.
• Develop strategic partnerships and referral channels to expand the client base.
• Serve as the primary advisor for client's wealth management needs.
• Conduct regular portfolio reviews and client meetings to assess financial goals and changing requirements.
• Monitor market developments and provide timely investment insights and recommendations.
• Ensure portfolios remain aligned with clients objectives and risk profiles.

Eligibility & Experience:

• Minimum 10 years of relevant experience in Wealth Management, Private Banking, Investment Advisory, Financial Planning, Relationship Management, or related financial services roles.
• Proven track record of managing HNW/UHNW/Family office client relationships and growing Assets Under Management (AUM).
• Experience in client acquisition, portfolio advisory, and revenue generation is preferred. MBA/PGDM in Finance, Wealth Management, Banking, or related specialization preferred.