VP/SVP - Private Banking

Looking for VP/SVPs in Private Wealth for an International Private Bank in India to be based out of Kolkata, Mumbai, New Delhi and Bengaluru.

Job Profile:

New Business Origination

- Identify, develop and secure new relationships through personal and client referrals, Client's internal networks and corporate and investment banking sources.

- Achieve personal and team targets for new clients, assets and revenues.

Client Relationship Management

- Maintain highest levels of service and delivery to existing clients at all times.

- Key contact for all investment advice and client queries.

Governance and Control

- Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model.

Investment Advice and Financial Solutions

- Provide innovative and world class financial solutions to meet client needs including;

- Investment Management: Offers a range of services depending on client demands, including modelled, bespoke, discretionary and advisory portfolios. Investment Management works closely with the Private Bankers to provide a holistic service to clients

- Balance Sheet: Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases

- Wealth Advisory: Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning

- Alternative Investments: Offers clients exposure to hedge funds, private equity, commodities and real estate

Leadership and Management

- Agree and meet revenue targets as agreed

- Make a demonstrable contribution to developing new and emerging talent within the onshore India business.

Candidate Requirements

Professional/technical experience

- Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families

- Experience of building a client base using internal and external networks

- Effective in gaining an in-depth understanding of client