Private Wealth & Family Office:- (Senior Manager/ AVP/ DVP/ VP)

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.

Required Candidate profile

Drive AUM growth, revenue & cross-selling.

Enhance wealth offerings with teams.

Ensure compliance, maintain records & report updates.

Stay informed on industry trends, products, and regulations.

Education

UG: Any Graduate