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Private Wealth Manager Job in Merito

Private Wealth Manager

Merito 4+ weeks ago
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Job Summary Our client is a leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. General brief about the role: Private Wealth Manager plays a crucial role in providing sophisticated investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships. Essential Duties and Responsibilities: *Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients. *Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios. *Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks. *Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients. *Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews. *Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size. *Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.
Qualification :
PMS/ AIF/MF.
Experience Required :

Minimum 5 Years

Vacancy :

2 - 4 Hires

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