Private Banker/Private Wealth Management - Ultra HNI Segment - Financial Services Firm

Our Client is a well-diversified financial services firm offering a range of financial products and services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking and Home Finance.

They are looking for Wealth Manager/Private Banker/Private Wealth Management role with 10 - 20 years of experience.

Location : Hyderabad/Bangalore.

1. This role will be responsible for acquiring Ultra HNI clients (Minimum 2 - 2.5 Cr asset worth).

2. Maintaining client relationships and generating AUM from preferred clients.

3. Advising Ultra HNI clients on their Investments, managing their overall financial portfolio and deepening the wallet from existing clients.

4. Tracking the Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they suit the client's portfolio.

5. Co-ordinating with the product and research team for better customising the advice as per client requirements.

Please contact Pranay Mestry on 9820564460 for more details about the organisation and role.