Private Wealth Manager - BFSI

Key Responsibilities:
- Acquire and onboard HNI/UHNI clients through networking, referrals, and business development initiatives.
- Provide personalized wealth management and investment advisory services based on clients' financial goals and risk profiles.
- Recommend and manage investment products, including PMS, Mutual Funds, AIFs, Bonds, Equities, Fixed Income Products, SIPs, Structured Products, and Unlisted Shares.
- Build and maintain long-term client relationships through regular portfolio reviews and financial planning.
- Achieve business targets for client acquisition, revenue generation, and AUM growth.
- Cross-sell and upsell wealth management products to existing clients.
- Monitor market trends and provide timely investment recommendations.
- Ensure compliance with SEBI regulations, KYC requirements, and internal policies.

- Maintain accurate client records and business activities in CRM systems.
Required Skills:
- 5-10 years of experience in Private Banking, Wealth Management, or Financial Services.
- Proven experience managing HNI/UHNI client portfolios and driving AUM growth.
- Strong knowledge of:
1. Portfolio Management Services (PMS)
2. Alternative Investment Funds (AIFs)
3. Mutual Funds
4. Bonds & Fixed Income Products
5. Equities & Structured Products
6. Wealth Advisory & Financial Planning
- Excellent client acquisition, relationship management, and consultative selling skills.
- Strong understanding of financial markets, investment products, and SEBI regulations.
- Proficiency in CRM tools and MS Office.
- Excellent communication, negotiation, and stakeholder management skills.
Preferred Skills:
- Experience managing an AUM book of 20 Crore+ (50 Crore+ preferred).
- MBA/PGDM in Finance or related field.
- NISM, AMFI (ARN), CFP, or CWM certifications are preferred.
- Knowledge of tax-efficient investment strategies and estate planning.