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Sr Private Wealth Professionals

Keywords / Skills : Sr Private Wealth Professionals
Posted: 21st May 2017

Banking, Insurance & Financial Services
Private Banking
Posted On
21st May 2017
Job Ref code
Job Description
Job Description
Responsible for developing and sustaining UHNI relationship by consistently achieving the strategic goals / objectives of clients & management. Candidate should comply with applicable rules, regulations and processes as defined by regulators / management
Prospecting & acquiring new UHNI clients.
Understanding the client’s Risk profile & financial goals.
Introducing the private Wealth Proposition.
Preparing an investment plan in consultation with the central Product team and suggest an appropriate asset allocation plan.
Present the detailed plan to clients, educate & help the client take an informed decision.
Execute the investment plan in consultation with the client.
Monitoring & reporting the performance of the portfolio of the client regularly.

Company Description
Client - Private Wealth Firm

About Company
Think People Solutions Private Limited
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