Jobs

    Private Wealth Management Specialist - Any Location, India - iimjobs

    iimjobs
    iimjobs Any Location, India

    2 weeks ago

    Iimjobs background
    Full time
    Description

    Client Management/ Servicing:

    • Serve as a dedicated single point of contact for 250 HNWI clients.
    • Portfolio management.
    • Review individual account relationships to determine the banking and investment needs of clients.
    • Identify the risk profile of the customer.
    • Identify potential investment products for clients.
    • Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services.

    Product Advice:

    • Leverage product experts to generate product specific investment ideas for clients.

    Processes:

    • Ensure proper documentation for smooth transaction execution and customer service.
    • Ensure advisory processes are consistent with defined compliance norms.
    • Prepare KYC reports of client.

    Knowledge:

    • Build knowledge on available products
    • Coordinate with IAG/Product/research group.

    Client Acquisition:

    • Create and maintain specific business and marketing plan for existing/new customers.
    • Leverage networks, partnership, and sources of leads and referrals to access prospective clients.
    • Interact with internal referral sources to recognize qualified prospects and referral opportunities.
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