01Overview
Roles and Responsibilities :
- Manage HNI & UHNI clients' portfolios, providing investment advisory services to achieve their financial goals.
- Develop and implement customized wealth management plans for these clients, including portfolio management strategies and risk assessment.
- Build robust relationships through regular communication, ensuring timely resolution of queries and concerns.
- Achieve organisational objectives of high customer satisfaction scores.
Job Requirements :
- 10+ years of experience in private or affluent wealth management or related field.
- Strong understanding of investment advisory, portfolio management, PMS (Private Markets Securities), and priority banking concepts.
- Proven track record in managing HNI & UHNI client relationships and growing assets under management (AUM).
- Acquire customers through natural market, references from internal sources via existing bracnch or digital networks.
