Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Coimbatore District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Coimbatore seeks a seasoned wealth advisor to acquire HNI clients, build long-term relationships and conduct financial need analyses to align investment objectives.

You will recommend mutual funds, PMS, AIF, fixed income products, IPOs and equity solutions, drive AUM growth, perform portfolio reviews, ensure KYC compliance and deliver superior client service.

Job description

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.