Posted By

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Kanchan

Manager at Black Turtle

Last Login: 09 May 2024

Job Views:  
116
Applications:  37
Recruiter’s Activity:  4

Job Code

1403067

Vice President - Private Banker

15 - 22 Years.Mumbai
Posted 2 weeks ago
Posted 2 weeks ago

We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space.

What will you be doing?

New Business Origination:

- Identify, develop and secure new relationships through personal and client referrals, Group internal networks and corporate and investment banking sources.

- Achieve personal targets for new clients, assets and revenues.

Client Relationship Management:

- Maintain highest levels of service and delivery to existing clients at all times.

- Key contact for client queries.

- Key interface between clients and other parts of Private Bank and the wider Group.

- Governance and Control:

- Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model.

What we're looking for :

- Educated to Degree level

- Appropriate regulatory qualifications

- Fluent in English and Hindi

- Fluency in other Indian languages added advantage (regionally-specific)

- Excellent interpersonal and communication skills

- Entrepreneurial spirit but also with a collegiate approach

- Embraces challenge and an evolving/changing environment

- Rapidly assimilates new information and applies this knowledge as appropriate

Skills that will help you in the role:

Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are 'mapped' to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients' needs including local market, tax, estate planning and liquidity.

- Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families

- Experience of building a client base using internal and external networks

- Effective in gaining an in-depth understanding of client's needs and advising on a diverse range of wealth management solutions

- Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified.

- Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client's requirements.

- Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment.

- Excellent market exposure and multi-disciplined private banking expertise

Where will you be working?

Mumbai

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Posted By

user_img

Kanchan

Manager at Black Turtle

Last Login: 09 May 2024

Job Views:  
116
Applications:  37
Recruiter’s Activity:  4

Job Code

1403067

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