Senior Private Banker - Wealth Management Firm

Senior Private Banker Wealth

Position: Senior Private Banker with a leading Wealth Management firm

Preferably looking at candidates from Wealth Banking-

MAIN RESPONSIBILITIES:

- The main responsibility of this role is to achieve the Business Target set for them which includes Broking Revenue along with cross selling third party products and also inhouse products launched by Client from time to time, servicing to existing/ new acquired clients. Also generate Interest Income by using LAS/EMF/IPO funding.

- To ensure highest level of service to customers in terms of advisory and also operational issues and give timely solutions for the same which will play a differentiature for this segment.

REQUIRED QUALIFICATION'S:

- Graduate / Post Graduate

- Good communication skill

- Good understanding and knowledge of Equity, Derivatives, Commodity & Currency Segment, MF, PMS, AIF and all related products

- Aware about the diverse investment products and well updated with the market information

- Ability to co-ordinate with team members

PERSONAL SKILLS:

- Strong communication & written skills.

- Fluency in local language would be an added advantage

- Excellent interpersonal skills

- Willingness to learn and adapt