Private Wealth Management Role
Job Description
Roles and Responsibilities:
- Analyse financial information obtained from clients to determine strategies for meeting clients financial needs objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through the acquisition of high-net-worth clients.
- Mandatory number of meetings with clients to keep them updated with the current market scenario.
- Analyse client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
Key Skills:
- Wealth Management experience in the industry.
- Must be from Wealth Platform or a banking background.
- Understanding of market pulse.
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- Understanding of wealth platform
- Portfolio construction ability
- Interest in the financial market
- Analytical Skills
- Communication
- Quantitative Skills:
IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
Skills
Wealth ManagementBankingBFSI SalesAcquisitionAmfiInvestment ProductsPortfolio ConstructionWealth ManagementPrivate Wealth ManagementIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
28 Jun 26, 07:17 PM IST
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