Private Client Partner - Sales/Wealth Management - Bank

Job Summary:

Wealth Management India works with the Ultra High/High Network clients and families of the country. The objective of the division is to provide products and solutions to address their - Wealth & enterprises solutions.

- We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country. You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.

- You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.

Roles & Responsibilities:

- Providing financial advice and implementing financial planning recommendations for high net-worth clients.

- Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities

- Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.

- Buying & selling stock research to the client.

- Managing investments.

- Building client relationships and actively engaging in client acquisition.

- Addressing client needs through product Solutions.

- Assuring service quality and client satisfaction.

- Complying with all company policies and procedures.

- Maintaining current knowledge of wealth products solutions.