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Manager at People Konnect
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Senior Private Banker - Wealth Management (6-20 yrs)
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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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