Private Wealth Manager for a premium vertical of Global Investment Company
Resource Advisory JunctionMumbai, Maharashtra
Full TimePortfolio ManagementEasy Apply
Posted 15 May 2026
Job description
Job Description: Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product…