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Private Banker/Wealth Manager - NBFC (5-20 yrs)
Our clients is one amongst Indias leading NBFC and another new Boutique Private Banking firm are looking for Wealth RM for Mumbai, Pune, Delhi, Chennai, Bangalore location.
Sr Private Banker- Grade Sr WM to SVP CTC upto 60 lacs
Please note that the role is of an Individual Private Banker. However Team Lead roles can be looked at for Sr. Pvt Bankers already into Team Management and Managing individual books of over 100 Cr.
Branch Managers in Private Banks managing Wealth Portfolio are welcome to apply as an Individual Private Banker role managing their own books.
Both roles have excellent variables.
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, AIF, Real Estate, life insurance, General Insurance etc.
- Acquiring clients and building relationships
- Incremental AUM
- Existing book and client relationship required
- Responsible for business development through the acquisition of ultra high net-worth clients
- Responsible for identifying customer needs and assessing their risk appetite
- Responsible for achieving targets based on acquisition and revenue generation through all investment products
- Responsible for building depth within the existing relationships
- Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
- Must ensure the growth of AUM and IR from existing customers mapped to them
- Enough Timing Given once joined the Org
Relationship Management, client servicing, Wealth Management, private banking, premier banking, Private Wealth Manager, private portfolio manager, private investment advisor
Please share your resume with the following details:
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Confidentiality of your applications would be maintained, as its part of our ethics.
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