Private Wealth Manager @ Talent Corner

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Private Wealth Manager

Talent Corner
6 - 11 years
Patna
1 month ago
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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.

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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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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Talent Corner

Private Wealth Manager @ Talent Corner

Home > Trading, Asset & Wealth Management