Director - Private Banking/Wealth Management - HNI

Opportunity for a Private Banking/Wealth Management role for a leading MNC

Job Responsibilities:

- Manage HNI/UHNWI clients - banking and Investment requirements

- Use expertise to review a client's overall profile data; thereby helping the client to reach his short term and long term investment goals

- Ability to produce top quality reporting framework, including portfolio performance, customized client requirement, market and statistical data

- Achieve product-wise targets

- Acquire new HNI/UHNWI clients for increasing customer base

- Effective reporting of all client accounts

- Ensuring need based product approach towards clients and regular reporting of product penetration

Key Skills:

- Excellent relationship building skills

- Strong interpersonal and communication skills

- Knowledge about the local market

- Sound knowledge of investment products

- Aggressive and business oriented

Job Location: Mumbai, India

- Only candidates with an existing client book and previous experience in the wealth management industry apply. At least 9 years industry experience required