General brief about the role:

The Investment Counsellor / Private Wealth Manager. plays a vital role in providing investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships.

Essential Duties and Responsibilities:

• Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.
• Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.
• Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.
• Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
• Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.
• Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.
• Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Personnel Specification :
Education: Master’s Degree from an accredited College
Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles.