Business Partner at V4 6 Services
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Wealth Manager - BFSI (1-10 yrs)
Job Description:
- The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, Iiquidity needs etc. viz. Private Equity Funds, Portfolio management Services, Structured Products, mutual funds (Equity and Debt), Stock Broker offshore Investments, Commodities, Currency Derivatives, etc.
- Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investment is in line with the client's expectations and risk profile.
- Maintaining client relationships and generate AUM from referred clients.
- Advising HNI/Ultra HNI clients on their and investments and managing their overall financial portfolio and deepening the wallet from existing clients
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