Private Wealth Role - Banking

Private Wealth Role

Broader Role / Responsibilities:

- The Assistant Vice President - Private Wealth will be responsible for managing & advising High net worth clients (Affluent & Super Affluent) from the existing pool of clients within the company (client database shall be provided by the company).

- Maintaining client relationships and generate Asset Under Management (Asset under management) from preferred clients.

- Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.

- To coordinate with product and research team for taking investment decision for the clients.

- To conduct and assist in organising seminars, workshops and other business development activities.

- Prior experience of working in a wealth management, /Private bank/ Portfolio management services, Mutual funds etc with exposure to High net worth client management .

- Minimum Entry level Portfolio amount would be Rs 1 crore and above.

- Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessity for the job.

- Candidates having experience in managing High net worth clients & good Personal and Virtual meeting skills may only apply.

Pls share resume on 8080939830