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Job Description
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.
Skills
Wealth ManagementBankingBFSI SalesSalesSales HeadIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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