Posted By

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Chandrahas Shetty

Director - Human Resources at Client Associates

Last Login: 25 April 2024

1251

JOB VIEWS

215

APPLICATIONS

214

RECRUITER ACTIONS

Job Code

1397823

Client Associates - Private Banker

5 - 15 Years.Delhi NCR/Mumbai/Hyderabad/Kolkata
Posted 2 weeks ago
Posted 2 weeks ago

- Manage relationships with ultra HNI's

- Acquire new relationships and build networks across the wealth ecosystem

- Build internal & external partnerships to grow the practice

- Conceptualize and execute initiatives required to grow the practice

- Asset allocation analysis & Financial Planning

- Advising clients on suitable investment ideas.

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal and people skills

- Should have the DNA for client centricity and quality

- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player

- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger

- Should have a strong network amongst the ultra-high net worth individual

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Posted By

user_img

Chandrahas Shetty

Director - Human Resources at Client Associates

Last Login: 25 April 2024

1251

JOB VIEWS

215

APPLICATIONS

214

RECRUITER ACTIONS

Job Code

1397823

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