Private Wealth Manager Investment Counsellor

Job Description

Private Wealth Manager / Investment CounsellorLocation: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, KolkataAbout the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships.Key Responsibilities:
• Build and maintain strong, trusted relationships with HNI and Ultra HNI clients.
• Understand clients financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios.
• Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks.
• Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients.
• Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews.
• Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size.
• Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities.
Requirements:
• Education: Masters degree from an accredited institution.
• Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles.
• Skills:
• Exceptional communication skills (multilingual preferred).
• Strong market knowledge and understanding of the financial business.
• Analytical, resourceful, and convincing skills.
• High level of interpersonal skills, with a service-oriented mindset.
• Behavioural Competencies:
• Perseverance, initiative, and results-driven.
• Teamwork and cooperation.
• Creativity, innovation, and adaptability.
• Cultural sensitivity and the ability to work with diverse clients.
• Strong attention to customer communication and courtesy.
Certifications:
• Must have certifications as per the industry certification policy.

Keyskills :
private bankingwealthfinancial analysishni client handlinginvestment advisoryportfolio managementfamily officepmsprivate health