Private Wealth Manager - Banking

Position: Private Wealth Manager

Key Responsibilities:

Concept Selling & Relationship Management:

- Leverage distributor relationships to drive concept selling across the region.

- Achieve product-level targets for specified equity and debt products.

- Create a positive environment to promote product-specific agendas.

Training & Knowledge Sharing:

- Conduct regular training sessions and knowledge updates for internal employees.

- Ensure consistency in the sales team's pitch and product-related information.

Distributor Engagement:

- Hold regular meetings, huddles, or conference calls with distributors.

- Articulate product benefits and market outlook effectively.

- Simplify capital market concepts for better understanding.

Sales Team Collaboration:

- Work with the sales team to include Distribution & Exchanges (D & E) counters in branch visits.

- Increase distribution spread and enhance the product mix with the sales team.

Feedback & Market Insights:

- Provide critical feedback for business activities based on branch visits.

- Offer feedback on branch distribution, team performance, and customer service.

- Support the creation of simplified communication for focused products.

- Provide market feedback on competition and product positioning.

Investor Relations:

- Accompany Sales Relationship Managers (RMs) on visits to Ultra High Net Worth Individuals (UHNIs) and Key Family Offices.

- Manage and closely interact with UHNIs in the region to address their specific needs.

Product & Market Feedback:

- Communicate investor and distributor queries to the Investments team.

- Offer feedback on competition, product positioning, and market trends.

Skills & Qualifications:

Experience:

- Proven experience in private wealth management or a similar financial role.

- Strong track record in concept selling and meeting product targets.

Knowledge:

- In-depth understanding of equity and debt products.

- Familiarity with capital markets and investment strategies.

Skills:

- Excellent communication and presentation skills.

- Ability to conduct training and knowledge sessions effectively.

- Strong relationship management and distributor engagement skills.

Attributes:

- Proactive and results-driven.

- Ability to provide critical feedback and market insights.

- Strong organizational skills with the ability to manage multiple priorities