Private Wealth Relationship Manager (PSS07418)

Job Title : Senior Private Wealth Relationship Manager

Location : Mumbai

About the client : PSS has been mandated to hire a Senior Private Wealth Relationship Manager for a leading international private banking and asset management group.

Job Purpose

The Private Wealth Management is a Wealth Advisory and Family Office solution to UHNI individuals and families, both residents as well as Non Resident (NRIs), who help the clients to invest wisely through customized solutions after reviewing their investment objectives and financial goals

Key Responsibilities

Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc

• Prepare and interpret for the client's information, such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation
• Constantly monitor and review client portfolios based on timely analysis of market dynamics
• Ensuring regular availability of Research material and inputs to the client
• Service existing clients with the support of the client servicing team
• Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc
• Follow applicable KYC norms & other regulatory requirements
• Update FA workstation for all client interaction & product con calls
• Complete mandatory certifications & other knowledge upgradation activities
• Maintain client prospects MIS & submit the same on a periodic basis.

Educational Qualifications And Experience

Skills Required

Wealth Advisory, Client Servicing