Partner/Senior Partner - Private Banking Group - Bank

Hiring for a renowned private bank

Job Summary

The primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. The role involves understanding clients' financial goals, assessing their needs, and providing personalised financial solutions and services, offering tailored investment advice, wealth management, and banking services. They act as a trusted advisor, ensuring clients receive exceptional service, managing their portfolios, and proactively identifying opportunities to enhance their financial positions.

Job Responsibilities

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

- Provide personalized financial advice and wealth management solutions tailored to individual client profiles.

- Work closely with a team of financial experts to deliver a comprehensive suite of banking, investment, and advisory services.

- Analyze clients' financial situations, assess risk tolerance, and recommend suitable investment strategies.

- Stay abreast of market trends, financial products, and industry regulations to provide informed advice to clients.

- Proactively identify opportunities to expand client relationships, cross-sell services, and contribute to business growth.

- Manage client portfolios, monitor investment performance, and ensure compliance with relevant regulations.

- Resolve client inquiries and concerns promptly, ensuring a high level of client satisfaction.

- Stay informed about changes in economic and financial landscapes that may impact clients' wealth management strategies.

- Maintain accurate and up-to-date client records, ensuring compliance with internal policies and regulatory requirements.

Shruthi Acharya
Skillventory