Senior Private Banker - Wealth Management

We have an urgent opening for a role in Private Banking

Job Description

Responsibilities :

- New Client Acquisition

- Asset allocation analysis & Financial Planning

- Handling a portfolio of HNI clients along with the Team

- Growing share of wallet of the clients total portfolio

- Understanding the clients needs and be able to advise effectively on portfolio decisions and suitable investment ideas Portfolio monitoring and analysis

- Cross-sell of non-Mutual Fund, real estate, estate planning, private transactions and other ancillary offerings (mortgage loans, insurance, etc.)

Candidate Profile: Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should have thorough knowledge of financial markets and different asset classes

- Should have an excellent network of clients and prospects who can be tapped for business

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a good team player

- Should be an independent, self-driven, goal oriented and entrepreneurial individual who is motivated by making a positive impact on the team and the organization by creating something new rather than being part of a structured team.

- Should be passionate about Wealth Management and impacting clients

- Should have the DNA for client centricity and quality

- Should have considerable skills in office tools like Excel, PowerPoint, etc.