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Private Wealth Manager @ Talent Corner

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 Private Wealth Manager

Job Description

Acquire & manage high-net-worth clients, ensuring long-term engagement.
Offer personalized financial solutions, conduct client meetings & ensure retention.
Analyze markets, optimize portfolios, and recommend investments aligned with client goals.

Required Candidate profile

Drive AUM growth, revenue & cross-selling.
Enhance wealth offerings.
Ensure compliance, maintain records & report updates.
Stay informed on industry trends, products, and regulations.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Talent Corner
Location(s): Patna

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Keyskills:   Private Wealth Management Private Banking Private Client Ultra Hni Investment Advisory Family Office Private Wealth

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₹ 12-22 Lacs P.A

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Talent Corner

The group's business includes fashion, high-end customized luxury jewelry, lifestyle accessories, and a strong retail presence.