Wealth Management AdvisorConfidential Jobs • Republic Of India, IN
Wealth Management Advisor
Confidential Jobs • Republic Of India, IN
10 hours ago
Job description
We are looking for an experienced Senior Private Bankers to handle and grow a portfolio of HNI / UHNI clients by providing comprehensive PMS, AIF, Investment products, structured products services. The role focuses on acquisition, deepening client relationships and driving AUM growth.
Key Responsibilities
- Acquisitions and manage and grow a portfolio of HNI / UHNI clients
- Provide customized investment and wealth management solutions
- Acquire new clients through referrals, networking, and existing relationships
- Maintain strong client relationships through regular meetings & reviews
- Achieve individual revenue and AUM targets
Book size of 100 cr plus
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Wealth Management Management • Republic Of India, IN
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