WEALTH MANAGEMENT PRIVATE BANKING- WEALTH MANAGER/ SENIOR WEALTH MANAGER/ PRIVATE BANKER

Wealth Manager / Senior Wealth Manager/ Private Banker.

Job Description:

The role would be responsible for acquiring & managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring the company becomes the primary bank for all banking needs.

Job Title: Wealth Manager / Senior Wealth Manager/ Private Banker.

Job Description: The role would be responsible for acquiring & managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring company becomes the primary bank for all banking needs.

Required Qualification and Skills:

For a Leading Bank’s private banking team, we are looking for Wealth Manager / Senior Wealth Manager/ Private Banker.

Experience between 4 to 8yrs for Wealth Manager, 9 to 13yrs for Senior Wealth Manager and 13+yrs for Private Banker.

What You Will Need to Do

– Acquire potential clients with a networth of over INR 1 crore through networking, database, market analysis and references

– Product due diligence to understand the qualitative aspects of the products

– Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

– Financial goal setting and planning and prepare investment proposals for the clients

– Liaison with operations team to resolve queries and revenue generation

– Ensuring highest levels of customer service

– Assure adherence to the guidelines set by the bank

– Gather latest Market intelligence and track and benchmark against best practices in competitor banks.

Qualifications MBA; Graduate/Postgraduate with relevant work experience

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