Partner/Senior Partner - Private Wealth

Key Responsibilities

- Create and execute the plan for acquiring new-to-bank high value customer relationships.

- Leverage networks, partnership and sources of leads and referrals to access prospective clients.

- Interact with internal referral sources to identify prospects and referral opportunities

- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

- Recommend products and services as per client financial needs and risk profile