Director - Private Wealth Manager
Suche · Delhi · onsite · Posted 44d ago
About a minute. You'll make an account on the way through.
About this role
Primary Responsibilities:
- Client Acquisition - UHNI Client Segment above Relationship Value of 5 crore.
- Revenue generation as per agreed set targets.
- Regular client meetings, networking events, and Lead generation.
- Ensuring client portfolio is regularly reviewed and service meets the standards and expectations of clients.
- Cultivate and manage long-term relationships with UHNIs and corporate promoters to drive business development and expand the firm's market footprint.
- Design and implement comprehensive asset allocation strategies that align with client liquidity needs, tax efficiency, and risk appetite to ensure optimal portfolio performance.
- Understanding the financial need and risk appetite of the client and recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Real Estate, Family Office Services like will and succession planning.
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