Private Wealth Manager | Bengaluru

• Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.
•  The wealth advisor will have to undertake the following responsibilities:
• To prospect, acquire and retain clients.
•  To achieve budgeted targets in terms of number of clients/volume of business & assets.
•  To research, investigate and update themselves on available investment
• Opportunities/financial market trend to determine whether they fit into clients portfolios.

Overview

• Industry - HR, HUMAN RESOURCES
• Functional Area - Banking / Credit Cards / E-Commerce Payment Gateway
• Job Role - Wealth Manager
• Employment type - Full Time
• Work Mode - In Office

Qualifications

• Any Graduate - Any Specialization
• Any Post Graduate - Any Specialization
• Any Doctorate - Any Specialization

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