Wealth Manager - Private Banking

Job Role - Wealth Manager

Experience Required - 10+ Years in Wealth Management/ Private Banking.

Age - Max- 38 Years

CTC Budget - 15-20 LPA (Max.)

Job Description (Tentative):

- Providing clients with financial plans with a view to protect and transferring their wealth; framed solutions to protect and transfer client's wealth by understanding their financial requirements and evaluating risk returns & constraints

- Developed & implemented strategies with focus on growing business volumes, base of HNIs & Ultra HNI customers

- Initiating contact with potential customers through current network of references.

- Identifying prospective domestic clients and generating business from new & existing accounts to achieve revenue targets

- Analyzing clients - portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels

- Aiding support to customers in attaining ROI on their investment, by delivering advisory services

- Assisting the investors in asset allocation with products such as Investment products and services like Mutual Funds, Life Insurance, PMS, AIFs

- Formulating financial strategies and providing clients with information on new & existing products & services

- Cultivated and strengthened relationships with new and existing clients.

- Conducting risk profiling of all clients for better advisory on investment needs