Private Wealth Management Specialist

I. Client Management/ Servicing:

Serve as a dedicated single point of contact for 250 HNWI clients

Portfolio management

- Review individual account relationships to determine the banking and investment needs of clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services

II. Product Advice

- Leverage product experts to generate product specific investment ideas for clients

III. Processes

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure advisory processes are consistent with defined compliance norms

- Prepare KYC reports of client

IV. Knowledge

- Build knowledge on available products Coordinate with IAG/Product/research group

V. Client Acquisition

- Create and maintain specific business and marketing plan for existing/new customers

- Leverage networks, partnership, and sources of leads and referrals to access prospective clients

- Interact with internal referral sources to recognize qualified prospects and referral opportunities