- 経験
- 17–26 yrs
- 給料
- —
- 求人情報
- 1
- 投稿済み
- 2時間前
- 作業モード
- 在任中
- 教育
- MBA
- 資格
- Professionals with an MBA or equivalent qualification and 17 to 26 years of experience who have strong wealth management and HNI relationship management exposure.
- 再開する
- 応募必須
勤務地
仕事内容
Role Overview
This position is focused on managing and expanding relationships with high-net-worth clients in the private wealth space. The role combines advisory support, portfolio monitoring, product knowledge, and business development to help clients meet their financial objectives while supporting growth for the wealth management business.
Responsibilities
- Develop trusted relationships with high-net-worth individuals and stay aligned with their financial priorities and goals.
- Offer tailored wealth and investment guidance based on each client’s requirements and risk tolerance.
- Review client portfolios periodically and share performance updates to ensure investments remain in line with objectives.
- Demonstrate solid knowledge of wealth products such as Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), mutual funds, insurance, and equities.
- Explain the key features, advantages, and potential risks of different wealth management offerings.
- Suggest appropriate investment approaches and products according to client preferences and risk profile.
- Source new business through networking, referrals, and relationship-based lead generation.
- Increase revenue by cross-selling relevant wealth solutions to current clients.
- Contribute toward revenue goals and overall business expansion in private wealth management.
- Perform proper due diligence on investment products and providers to help reduce risk exposure.
- Keep client interaction and transaction records accurate and compliant with required standards.
Qualifications and Experience
The role requires an MBA or a qualification in a related field. Applicants should have 17 to 26 years of professional experience.
Key Requirements
- Strong knowledge of wealth management products, especially AIFs and PMS.
- Demonstrated success in building and handling relationships with high-net-worth clients.
- Excellent communication, presentation, and negotiation abilities.
- Capability to work both independently and collaboratively in a fast-moving environment.
- Regulatory certifications such as AMFI or NISM will be considered an added advantage.
Additional Information
Location: Delhi, India. Employment type: full-time and onsite.