Job Description
AVP Private Wealth
Broader Role / Responsibilities
• Responsible for acquiring & advising HNI clients (Affluent & Super Affluent)
• Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
• Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• To Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organising seminars, workshops and other business development activities.
• Team handling experience will be preferred.
• Prior experience of working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
• Candidates having good vintage in their present as well as previous companies will be preferred.
(ref:iimjobs.com
Broader Role / Responsibilities
• Responsible for acquiring & advising HNI clients (Affluent & Super Affluent)
• Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients.
• Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• To Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.
• To coordinate with product and research team for taking investment decision for the clients.
• To conduct and assist in organising seminars, workshops and other business development activities.
• Team handling experience will be preferred.
• Prior experience of working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
• Candidates having good vintage in their present as well as previous companies will be preferred.
(ref:iimjobs.com
💡 Quick Summary
Seeking a career-building opportunity? The AVP | Private Wealth Management | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
