Private Wealth Management Role

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.
- Knowledge of investment products.
- 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)