Wealth Management Advisor
360 ONE WealthPune, Republic Of India, IN21 hours ago
Job description5+ years of experience in private banking or wealth management Strong product knowledge and understanding of HNW client needs Excellent communication, relationship management, and advisory skills
Role Overview :
An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.
Key Responsibilities :
- Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams
- Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc.
- Facilitate digital onboarding and guide clients through their digital investment journey
- Deepen client relationships to increase wallet share and long-term engagement
Requirements :
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Wealth Management Advisor • Pune, Republic Of India, IN
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