Private Wealth Manager

We looking for a Wealth Manager who will be responsible for acquiring and managing high-net-worth clients, marketing PMS offerings, and driving the growth of assets under management (AUM). The role requires excellent client relationship skills, deep knowledge of investment products, and the ability to communicate the value of PMS solutions to prospective clients

Key responsibilities :

• Identify and develop new business opportunities by acquiring high-net-worth individuals (HNIs), family offices, and institutional clients interested in PMS offerings.
• Utilize personal networks, industry contacts, referrals, and lead generation techniques to secure prospective clients.
• Attend industry events, conferences, and networking forums to promote PMS services and build a client pipeline.
• Develop and execute strategic sales plans to meet individual and team sales targets.
• Identify market segments and client demographics most likely to benefit from PMS offerings.
• Maintain and enhance long-term relationships with clients to generate repeat business and referrals.
• Provide ongoing service and support to ensure client satisfaction, addressing any concerns or questions about portfolio performance and market changes.
• Keep clients updated on portfolio performance, market developments, and any strategic changes recommended by the PMS team.
• Develop customized sales pitches that communicate the value of PMS offerings based on the financial goals and risk profiles of potential clients.
• Prepare and deliver presentations, sales proposals, and portfolio performance reports to prospective and existing clients.
• Work closely with the portfolio management team to understand the investment strategies and performance of various portfolios.
• Communicate client needs and preferences to the portfolio managers to ensure that investment strategies align with client expectations.
• Encourage existing clients to increase their investment in PMS based on portfolio performance and market opportunities.
• Stay updated on financial markets, economic conditions, and regulatory changes that may impact clients' portfolios or investment decisions.
• Monitor competitor offerings and market trends to differentiate PMS services and improve sales techniques.
• Ensure all sales activities comply with industry regulations and internal policies.
• Maintain thorough documentation of client interactions, agreements, and communications in line with legal and regulatory requirements.
• Track and report on sales performance, pipeline activity, and market feedback to senior management.

What we want from you :

Skills

Skills Required

Microsoft Excel