Job Description

Job Title: Senior Private Wealth Relationship Manager Location: Mumbai About the client: PSS has been mandated to hire a Senior Private Wealth Relationship Manager for a leading international private banking and asset management group. Job Purpose: The Private Wealth Management is a Wealth Advisory and Family Office solution to UHNI individuals and families, both residents as well as Non Resident (NRIs), who help the clients to invest wisely through customized solutions after reviewing their investment objectives and financial goals Key Responsibilities: Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc Educational Qualifications And Experience: #LI-NV1 Prepare and interpret for the client s information, such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation Constantly monitor and review client portfolios based on timely analysis of market dynamics Ensuring regular availability of Research material and inputs to the client Service existing clients with the support of the client servicing team Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc Follow applicable KYC norms other regulatory requirements Update FA workstation for all client interaction product con calls Complete mandatory certifications other knowledge upgradation activities Maintain client prospects MIS submit the same on a periodic basis. MBA/ PG equivalent 12-15 years of Relationship Management experience Marketing and Networking skills Patience and perseverance Job Summary