Private Banker - Wealth Management

We are closely associated with a leading Private Bank (PB) in India. The PB is a subsidiary of a large financial conglomerate. It is also amongst the fastest growing (AUM) in the country. We are looking to build their team in Mumbai, Bangalore and New Delhi. Following are some of the key responsibilities -

1. Prospects clients in the UHNI and family office segment and acquires based on investment needs

2. Advises clients on various product offerings which include but not limited to - equities, PMS, real estate, private equity, brokerage services, etc.

3. Is able to manage clients over a large life-cycle which would ensure repeat business and stickiness

4. Work closely with the product specialists and counsellors to make appropriate offerings to clients

5. Continuously look to build current and new markets

Experience -

1. Anyone with a sales-drive and ability to influence having 5 - 20 years

2. Excellent communicator and thrives on relationship management

3. Is aware of the various wealth products and is aware of customising based on customer needs