Posted By

user_img

Kriti Sharma

Talent Management Specialist at Emerald Management Services

Last Login: 29 May 2023

329

JOB VIEWS

72

APPLICATIONS

30

RECRUITER ACTIONS

Job Code

967103

Wealth Management Role - Private Banking

3 - 10 Years.Mumbai/Navi Mumbai/Thane
Posted 2 years ago
Posted 2 years ago

EMS is hiring for Global/Leading Banks, NBFC's, FinTech's and other Financial Institutions. We have been mandated to hire Top Private Banking / Wealth Management professionals with a proven track record in acquiring HNI/UHNI Clients

Job Description:

Role & Responsibilities

- Offer Private Banking/ Wealth Management Services

- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.

- Service the investment requirements of HNI and Super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products.

- To keep one self-updated on the financial markets and in advisory products / services in particular.

Key Skills

- Candidate must possess a full-time Graduation/Master's degree from a top university

- Having experience of Selling Equity, Mutual Funds and PMS related products.

- Having experience & Knowledge of Private Banking.

- Should be AMFI certified.

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Kriti Sharma

Talent Management Specialist at Emerald Management Services

Last Login: 29 May 2023

329

JOB VIEWS

72

APPLICATIONS

30

RECRUITER ACTIONS

Job Code

967103

UPSKILL YOURSELF

My Learning Centre

Explore CoursesArrow