Private Wealth Manager

About Our ClientThe client is an NBFC company with multiple offices.Indian nationals will be preferred.Job DescriptionThe responsibilities of the role are as follows:Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment productsAcquisition of new clients.Explaining various products and services to prospective clientsServing as a liaison between the organisation and clients, managing accounts and investments, and providing financial servicesReviewing clients' current investment portfolios and recommending changes to meet their needsProviding financial advice to high net worth individuals and institutions including helping them manage their assets and liabilitiesProviding financial advice and services to clients in order to meet their short-term and long-term financial goalsThe candidate should have the following:5-15 years of experience within private banking or wealth managementAt least a bachelor's degree in economics/accounting/finance/business management from a well know universityA good understanding of investment products and asset classesA good network of clients across UHNWI/HNWI, family offices and/or institutionsStrong communication skills