Playing Captain - Private Banking

Hiring for Playing Captain in Private Banking with a Banking firm

- Acquire, manage, and deepen relationships with HNI and UHNI clients by offering tailored wealth management solutions

- Lead, mentor and support the team to achieve individual and team revenue targets

- Act as a key point of contact for key clients, ensuring exceptional service delivery

- Drive product penetration and cross-sell opportunities within the existing and new client base

- Ensure compliance with all regulatory and internal policies while handling client portfolios

- Work closely with product, research, and operations teams to deliver holistic wealth solutions

- Track and analyze portfolio performance and report key metrics regularly