Private Wealth - RM

ICICI Securities Limited; Udaipur District; On-site; INR 800,000 - 1,500,000; Full time

Job summary

ICICI Securities Limited invites applications for a Private Wealth - RM in Udaipur. You will build and maintain relationships with high-net-worth individuals, provide tailored wealth management advice, and review portfolios to meet financial goals.

The role requires strong knowledge of wealth products including AIFs and PMS, excellent communication, and the ability to work independently and with a team in a fast-paced environment. AMFI/NISM certifications are a plus.

Qualifications

• Strong understanding of wealth management products including AIFs and PMS.
• Proven track record of building and managing relationships with high-net-worth individuals.
• Excellent communication, presentation, and negotiation skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Regulatory certifications (AMFI, NISM) are advantageous.

Responsibilities

• Build and maintain relationships with high-net-worth individuals to understand financial goals.
• Provide personalized financial advice and wealth management solutions based on client needs and risk appetite.
• Conduct regular portfolio reviews and performance updates to ensure alignment with objectives.
• Demonstrate expertise in wealth management products including AIFs, PMS, MFs, Insurance, and Equity.
• Educate clients on features, benefits, and risks of products; cross-sell wealth services.
• Identify new business opportunities and generate leads through networking and referrals.
• Drive revenue growth and achieve private wealth targets while maintaining compliance.

Skills

Wealth management

Relationship building

Communication skills

Negotiation skills

Education

AMFI/NISM certifications

Job description

Greetings for the day!!

ICICI Securities is hiring for Private Wealth - RM role for Udaipur location.

Role & Responsibilities:

• To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
• To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
• To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
• To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity
• To educate clients on the features, benefits, and risks associated with various wealth management products.
• To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
• To identify new business opportunities and generate leads through networking and referrals.
• To drive business growth by effectively cross-selling wealth management products and services to existing clients.
• To achieve revenue targets and contribute to the overall growth of the private wealth management business.
• To conduct thorough due diligence on investment products and providers to mitigate risks.
• To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

• Should have strong understanding of wealth management products, including AIFs and PMS.
• Should have a proven track record of building and managing relationships with high-net-worth individuals.
• Should have excellent communication, presentation, and negotiation skills.
• Should have the ability to work independently and as part of a team in a fast-paced environment.
• Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

Regards

Team HR

ICICI Securities