Private Wealth Relationship Manager (PSS07418)

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

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.

Educational Qualifications And Experience:

MBA/ PG equivalent
12-15 years of Relationship Management experience
Marketing and Networking skills
Patience and perseverance

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