Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Hyderabad; On-site; INR 600,000 - 900,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Wealth Manager to acquire HNI/UHNI clients and build lasting relationships while understanding investment objectives and strategies.

You will recommend and distribute a broad set of investment products, drive AUM growth, and conduct periodic portfolio reviews to ensure alignment with risk and goals.

Responsibilities

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

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.