AVP/VP/Senior VP - Private Wealth - NBFC

- 10 + years of relevant work experience in the financial industry preferred.
- Wealth managers, by contrast, provide services needed primarily by high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), such as- capital gains planning, estate planning, and risk management.
- Responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services.
- Incumbent would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

- To prospect, acquire and retain clients.
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
- To understand clients' needs & requirements and accordingly position products & services.
- Coordinate with product and research team for taking investment decision for the clients.
- To contact clients periodically and determine if they are satisfied with the service and returns generated.
- Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.
- To provide various investment performance reports and summaries to the clients.
- To build and maintain client bases, along with relevant comments/remarks for future reference.