Private Banking Role - Wealth - Stock Broking Firm (10-20 yrs)

Our client is a leading Stock Broking Firm with a dynamic and collaborative company culture. They are currently looking for a Private Banker in Individual capacity , Dual Role handling & Captainship role , to join their team and contribute to their success. Looking for a tenured wealth/private wealth/private banking platform with 6yrs above strong experience HNI/UHNI (1cr>ticket size) & hands-on sales exp in MF,AIF,PMS products.

Key Responsibilities :

- Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.

- Showcase entire product suite to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.

- Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.

- Achieve revenue objectives as assigned by the organization.