General brief about the role:

The Investment Counsellor / Private Wealth Manager. plays a vital role in providing investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships.
Essential Duties and Responsibilities:

- Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.
- Understand clients' financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.
- Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.
- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
- Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.
- Accountable to achieve annual targets on AUM & revenue in the respective geography. Aiming for consistent growth of customer wallet share and book size.
- Participate in client meetings, presentations, and educational seminars to showcase the firm's capabilities and expertise.

Personnel Specification

- Education: Master’s Degree from an accredited College
- Experience: 8 Years’ experience in investment management, wealth advisory, or related financial services roles.

Skill Sets
- Communication Skills (Must be multilingual with excellent communication)
- Market knowledge (understand the dynamics of financial business)
- Resourcefulness
- Convincing Skills
- Analytical skills Other Requirements (if any)
- Behavioural Competencies
- Service oriented
- Perseverance
- Interpersonal skills
- Cultural sensitivity
- Willingness to learn
- Initiative
- Teamwork and Cooperation
- Result Oriented
- Creativity and Innovation
- Communication and courtesy to customers