Sr Client Partner-Private Wealth Securities and Broking Firm

About Securities And Broking Firm

Job Description

Dear Applicants, We are hiring for below positions for following Location. Job Title: Senior Client Partner Private Wealth Locations: Kolkata, Mumbai, Hyderabad, Chennai, Pune, Ahmedabad/Delhi/Bangalore Job Description: We are seeking a highly experienced Senior Client Partner Private Wealth to join our dynamic team. The ideal candidate will have a proven track record in Private Wealth Management or Private Banking, with expertise in managing and growing high-net-worth (HNW) client portfolios. Key Responsibilities: Acquire, manage, and grow an AUM portfolio by providing tailored wealth management solutions to HNW and UHNW clients. Develop and execute strategies to deepen client relationships and maximize revenue potential. Offer comprehensive financial advisory services, including asset allocation, investment planning, and portfolio management. Collaborate with internal investment teams, research analysts, and product specialists to deliver best-in-class solutions. Ensure compliance with all regulatory and risk management guidelines. Drive business development efforts through client referrals, networking, and strategic partnerships. Key Requirements: Minimum 8 years of experience in Private Wealth Management or Private Banking. Strong existing relationships and ability to build a high-quality client portfolio. Background in Private Banking, Securities, or Broking organizations preferred. Deep understanding of investment products, financial markets, and asset allocation strategies. Excellent communication, negotiation, and relationship management skills. Ability to work independently and drive business growth proactively. Compensation: CTC will be as per market standards, based on experience and AUM potential. Interested candidates can share their profiles at associate2@jobsnavigator.co.in,