Private Banker (8-15 yrs)

Job Description

To meet the defined targets through offering wealth products to UHNI & HNI clients, while driving business development and client management.

Roles & Responsibilities

- To provide clients a full range of wealth management products, while building long term relationships with the clients.

- To help develop investment strategies for clients to help them achieve their financial goals, while offering advice and information on various investment solutions.

- Generate growth in AUM and revenue that will ensure delivery of the financial plan and achievement of business objectives through effective client acquisition and client portfolio management.

- Ensure proper advisory procedures and documentation while adhering to the internal policies, business processes and external regulatory requirements

Qualifications and Education Requirements

- Prior experience in advising on wealth management products

- Strong knowledge of financial products and services

- University Graduate

Preferred Skills

- Ability to inspire trust and confidence in clients and team members

- Excellent oral and written communication skills with clarity of thought, speech, and expression

- Excellent interpersonal skills

- Ability to travel domestically and internationally if required

- Good Analytical Skills

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hardworking

- Result oriented

- Ability to work in cross functional environment to deliver desired results