Vice President/Director - Private Wealth

Vice President/Director - Private Wealth:
The company is looking for experienced professionals to manage high-net-worth client relationships and investment portfolios.
Client Relationship Management:
- Serve as the primary point of contact for high-net-worth clients.

- Build and maintain strong, trust-based relationships.
- Conduct regular portfolio reviews and strategy meetings.
Financial Planning:
- Develop comprehensive financial plans including estate planning, retirement planning, tax strategies, and philanthropy.
- Analyze clients' financial situations, goals, and needs.
Investment Management:
- Design and manage customized investment portfolios aligned with client goals and risk profiles.
- Monitor and rebalance portfolios based on market trends and performance.
- Must manage 150 to 300 crores of Investment Asset.