Senior Manager - Private Wealth Management

Roles and Responsibilities:
- Review and analyse clients' financial information to recommend suitable strategies that meet their financial goals.
- Manage Private Wealth, PMS, and AIF fund-related queries.
- Ensure delivery of various MIS reports as per requirements.
- Track financial market trends to ensure client plans stay updated and relevant.
- Work towards consistent growth of AUM/book size.
- Achieve targets related to client acquisition and revenue generation through various investment products.
- Develop new business by acquiring and managing high-net-worth clients and UHNI clients.
- Conduct regular client meetings to keep them informed about market developments and their portfolio status.

- Evaluate client portfolios and provide necessary recommendations for improvement.
- Suggest appropriate financial products based on clients' goals and risk profiles.
- Identify client needs, understand their risk appetite, and create suitable financial solutions.
- Share regular updates and reports with the reporting manager.
- Develop and implement plans to ensure clients' requirements are met effectively.
Key Skills:
- Experience in Wealth Management.
- Preferably from a wealth platform or banking background.
- Good understanding of financial markets and investment products.
- Knowledge of wealth platforms and portfolio construction.
- Strong interest in financial markets.
- Good analytical and communication skills.
- Strong numerical/quantitative ability.
Certification Requirements:
- Proficiency in MS Office and MS Excel.
- AMFI / IRDA certifications preferred.
Qualification Required:
- Post Graduate / MBA from a reputed institute