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Urgent! Private Wealth Manager Job Opening In Bengaluru – Now Hiring equentis
Location – Bangalore/Mumbai
Position: PMS Wealth Manager
Broader Role / Responsibilities:
Acquisition of Wealth Clients:
1.
Wealth Manager will be responsible for acquiring & advising HNI clients.
Leads
of Affluent & Super Affluent client base from the existing pool of clients within
the company will be given.
2.
Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
3.
To conduct and assist in organizing seminars, workshops and other business
development activities.
4.
Prior experience of working in a wealth management firms, Private banking,
PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI
client management .
5.
Minimum Entry level Portfolio amount would be Rs 1 crore and above.
Advisory and Relationship Management
6.
Maintaining client relationships and generate Asset Under Management (AUM)
from preferred clients.
7.
Advising Affluent clients in conjunction with the Research team , Financial
planning department , operations team etc on their existing investments and
managing their overall financial portfolio and deepening the wallet from existing
clients.
8.
To coordinate with product and research team for taking investment decision for
the clients.
Candidate
9.
Good ability to analyse client data, identify trends, create lasting impressions
through impactful presentations are necessity for the job.
10.
Candidates having experience in managing HNI clients & good Personal and
Virtual meeting skills may only apply.
11.
Impeccable sales skills to handle HNI clients.
12.
Good Sales negotiator and able to close high ticket sales.
13.
Good knowledge of Equity Markets and other Investment assets.
✨ Smart • Intelligent • Private • Secure
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Unlock Your Private Wealth Potential: Insight & Career Growth Guide
Real-time Private Wealth Jobs Trends in Bengaluru, India (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Private Wealth in Bengaluru, India using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 3136 jobs in India and 343 jobs in Bengaluru. This comprehensive analysis highlights market share and opportunities for professionals in Private Wealth roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! equentis is currently hiring and seeking a Private Wealth Manager to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Private Wealth Manager Jobs Bengaluru.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at equentis adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Private Wealth Manager Jobs India varies, but the pay scale is rated "Standard" in Bengaluru. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Private Wealth Manager typically include Financial Specialists and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Private Wealth Manager interview at equentis, research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the equentis's products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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