Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Chennai District; Vor Ort; INR 600.000 - 900.000; Vollzeit

Zusammenfassung

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Wealth/Financial Advisor to acquire high-net-worth clients and manage investments. You will assess client needs, propose suitable solutions, and support onboarding and compliance.

The role emphasizes building long-term client relationships, strategic asset allocation, and proactive portfolio reviews to align with risk tolerance and goals. Chennai-based, on site with growth potential.

Qualifikationen

• Acquire HNI/UHNI and affluent customers through referrals, networking, and market sourcing.
• Develop long-term relationships with existing and prospective clients and understand investment objectives.
• Conduct detailed financial need analysis and map to appropriate investment solutions.
• Maintain complete KYC and regulatory compliance.

Aufgaben

• Acquire HNI, UHNI and affluent customers through referrals, networking and market sourcing.
• Develop long-term relationships with existing and prospective clients.
• Conduct detailed financial needs analysis and understand investment objectives.
• Recommend and distribute mutual funds, PMS & AIF, fixed income products, IPOs and equity investment solutions.
• Drive asset gathering and increase Assets Under Management (AUM).
• Achieve monthly and annual revenue targets.
• Increase wallet share through cross-selling and upselling investment products.
• Build a sustainable pipeline of quality prospects.
• Conduct periodic portfolio reviews and monitor market developments.
• Ensure portfolio alignment with client risk appetite and financial goals.
• Maintain KYC and regulatory compliance and coordinate with internal teams for seamless execution.

Kenntnisse

Client Acquisition

Relationship Management

Wealth Distribution

Portfolio Review

Jobbeschreibung

Key Responsibilities

Client Acquisition & Relationship Management

• Acquire HNI, UHNI and affluent customers through referrals, networking and market sourcing.
• Develop long-term relationships with existing and prospective clients.
• Conduct detailed financial need analysis and understand investment objectives.

Wealth Distribution

• Recommend and distribute:
  • Mutual Funds
  • PMS & AIF
  • Fixed Income Products
  • Bonds & NCDs
  • IPOs
  • Equity Investment Solutions
  • Portfolio Advisory Solutions
• Drive asset gathering and increase Assets Under Management (AUM).

Revenue Generation

• Achieve monthly and annual revenue targets.
• Increase wallet share through cross-selling and upselling investment products.
• Build a sustainable pipeline of quality prospects.

Portfolio Review

• Conduct periodic portfolio reviews.
• Monitor market developments and proactively advise clients.
• Ensure portfolio alignment with client risk appetite and financial goals.

Compliance & Service

• Maintain complete KYC and regulatory compliance.
• Ensure superior client servicing and timely resolution of queries.
• Coordinate with internal research, operations and product teams for seamless execution.