Senior Wealth Manager

Confidential; Chennai District; On-site; INR 1,800,000 - 2,600,000; Full time

Job summary

Confidential is seeking an experienced Private Wealth Manager to acquire, manage and grow relationships with HNI/UHNI clients. The role focuses on delivering holistic wealth-management solutions across investments, portfolio management and financial planning while building long-term client relationships.

You will develop customized wealth-management and asset-allocation strategies and recommend investment solutions including Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Equities and Insurance.

Qualifications

• 3–10 years of experience in wealth management or private banking.

Responsibilities

• Acquire and onboard new HNI/UHNI clients through networking, referrals, professional networks and business development.
• Build and maintain long-term relationships with existing clients.
• Understand clients' financial objectives, risk appetite, liquidity requirements and investment horizon.
• Develop customized wealth-management and asset-allocation strategies.
• Recommend suitable investment solutions including Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Equities and Insurance.

Skills

HNI/UHNI client management

Job description

Department: Private Wealth Management

Experience: 3–10 years

Employment Type: Full-time

Role Overview

We are seeking an experienced Private Wealth Manager to acquire, manage and grow relationships with HNI/UHNI clients. The role will involve providing holistic wealth-management solutions across investments, portfolio management, financial planning and related wealth solutions while building long-term client relationships.

Key Responsibilities

• Acquire and onboard new HNI/UHNI clients through networking, referrals, professional networks and business development.
• Build and maintain long-term relationships with existing clients.
• Understand clients' financial objectives, risk appetite, liquidity requirements and investment horizon.
• Develop customized wealth-management and asset-allocation strategies.
• Recommend suitable investment solutions including Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Equities and Insurance, as appropriate.