Private Banker - Wealth Management

Work Includes:

• Providing financial advice and implementing financial planning recommendations for high net-worth clients.
• Candidate will be responsible for building AUMin products like Mutual Funds Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities
• Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
• Buying & selling stock research to the client.
• Managing investments.
• Building client relationships and actively engaging in client acquisition.
• Addressing client needs through product Solutions.
• Assuring service quality and client satisfaction.
• Complying with all company policies and procedures.
• Maintaining current knowledge of wealth products solutions.

Wealth management is responsible for the sales, advisory and management of wealth management client portfolio.

Wealth Management India works with the Ultra High/High Network clients and families of the country. The objective of the division is to provide products and solutions to address their Wealth & enterprises solutions.

We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country. You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.

You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.