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Private Wealth Manager

Private Wealth Manager

Antal InternationalDelhi
18 days ago
Job description

Job Description

General brief about the role :

The Investment Counsellor / Private Wealth Manager. plays a vital role in providing 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.

Personnel Specification

  • Education : Master’s Degree from an accredited College
  • Experience : 8 Years’ experience in investment management, wealth advisory, or related financial services roles.

    • Skill Sets

  • Communication Skills (Must be multilingual with excellent communication)
  • Market knowledge (understand the dynamics of financial business)
  • Resourcefulness
  • Convincing Skills
  • Analytical skills Other Requirements (if any)
  • Behavioural Competencies
  • Service oriented
  • Perseverance
  • Interpersonal skills
  • Cultural sensitivity
  • Willingness to learn
  • Initiative
  • Teamwork and Cooperation
  • Result Oriented
  • Creativity and Innovation
  • Communication and courtesy to customers

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    Manager Wealth • Delhi