Private Banker - Ultra HNI - Wealth Management

Location: Bangalore

The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

- Maximize profit and achievement of the growth of Premier clients portfolio

- Achieve agreed financial goals by development of existing and new relationships

- Build effective relationships with clients to retain and develop sustainable relationships

- Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals

- Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand

- Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals

- Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth

Interested candidates - please send their resumes with the following details :

Total Exp:
Experience in Wealth Management:
Total AUM handled:
Current clientele':
Current CTC:
Expected CTC:
Notice Period:

Roshini