Mywealthwiz.com - Private Banker - Jericho Ventures

Job Responsibilities :

- Build and maintain strong relationships with high net-worth clients, understanding their financial needs, goals, and risk tolerance.

- Analyze clients' financial profiles and develop comprehensive investment plans tailored to their specific circumstances and objectives.

- Create investment strategies, asset allocation strategies, and financial planning models.

- Collaborate with external teams, such as asset management companies, Investment platforms, and fund managers, to deliver holistic solutions to clients.

- Monitor and review clients' portfolios regularly and ensure the risk management of portfolio is controlled while finding investment opportunities for the portfolio.

- Actively identify opportunities to deepen client relationships and generate new business through referrals and cross-selling of additional products and services.

- Stay up to date with market trends, economic conditions, and regulatory changes affecting the financial industry.

Job Requirements :

- Advanced degrees such as Masters in Finance Degrees, MBA, CA, or CFA designation are highly desirable.

- Proven track record of success in private banking or wealth management, with a minimum of 5 years of relevant experience.

- Strong knowledge of investment products, financial markets, and wealth management strategies.

- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients.

- Strong analytical and problem-solving abilities, with attention to detail and accuracy.

- Ability to work independently and as part of a team in a fast-paced and dynamic environment.

- Sound judgment and ethical conduct, with a commitment to compliance and regulatory requirements.

- Proficient computer skills and familiarity with financial software and tools.