Private Wealth Manager (5-10 Yrs) Mumbai/Delhi/Bangalore/Chennai/Pune/Hyderabad/Kolkata (BFSI Sales)

Company Overview:Our firm is a leading financial services organization providing comprehensive wealth management solutions to high-net-worth individuals and families. We operate across various investment platforms, including equities, fixed income, alternative investments, and real estate. With a significant presence in major metropolitan areas across India, we manage substantial assets for a diverse clientele.Role Overview:The Private Wealth Manager is responsible for developing and managing wealth management strategies for high-net-worth clients. This role involves understanding clients financial goals, risk tolerance, and investment preferences to create customized investment portfolios. The Private Wealth Manager works closely with clients, internal investment specialists, and other stakeholders to ensure optimal portfolio performance and client satisfaction. The ultimate impact of this role is to help clients achieve their long-term financial objectives through prudent investment management and proactive relationship management.Key Responsibilities:- Develop comprehensive financial plans for high-net-worth clients, aligning investment strategies with their individual goals and risk profiles.- Manage investment portfolios, making informed decisions based on market analysis and client objectives to maximize returns while mitigating risk.- Cultivate and maintain strong relationships with clients, providing regular updates on portfolio performance and market trends to ensure client satisfaction and retention.- Identify and pursue new business opportunities, expanding the client base through networking, referrals, and targeted marketing efforts to drive revenue growth.- Collaborate with internal teams, including investment analysts and product specialists, to deliver integrated wealth management solutions to clients.- Ensure compliance with all regulatory requirements and internal policies, protecting client assets and maintaining the firm s reputation.- Monitor market conditions and economic trends, adjusting investment strategies as needed to adapt to changing market dynamics and client needs.Required Skillset:- Demonstrated ability to develop and implement customized wealth management strategies for high-net-worth clients.- Proven expertise in portfolio management, investment analysis, and financial planning.- Exceptional client relationship management and business development skills.- Strong understanding of financial markets, investment products, and regulatory requirements.- Excellent communication, presentation, and interpersonal skills.- MBA from Tier I or II preferred. (ref:updazz.com)

Payroll Type : Permanent