1872PBKS - Wealth Manager - HNI & PCG | Mumbai | 4 - 6 Y
Renous Extenserve Private Limited
Mumbai, Maharashtra, India
3d ago

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Job Location : Mumbai

Job Type : Permanent

Job Responsibilities :

  • Manage HNI Investors' portfolios , keeping investor plans up-to-date
  • Acquire new HNI clients and increase their portfolio size
  • Understand HNI client’s needs and develop long-term relationships
  • Keep updated with client profiles, investment objectives, and risk appetite
  • Advise and develop an investment strategy that aims to meet clients’ objectives, needs as well as risk profiles
  • Prepare or interpret for HNI Investors,' information such as investment performance reports, financial document summaries, or income projections
  • Investigate available investment opportunities to determine compatibility with client financial plans
  • Proactively advise and consult clients explaining the types of Financial services available, educating them about investment options and potential risks
  • Monitor financial market trends and advise HNI Investors on Financial Products and Services
  • Job Requirements :

  • Master's Degree in Finance or equivalent qualification
  • 4-6 Years of experience in wealth management handling HNI portfolio
  • Strong Networking and Relationship Building skills
  • Understanding of Debt products and debt market preferred
  • Good communication - written & verbal and excellent presentation skills
  • Excellent analytical skills
  • About the client : The client provides institutional & HNI investors investment and financial services.

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