Wealth Manager - Private Banking

Role Overview :

As a Wealth Manager, you will serve as a trusted financial advisor to high-net-worth individuals, orchestrating comprehensive investment strategies that align with their long-term financial aspirations. Your day-to-day involves deep-dive portfolio reviews, identifying lucrative market opportunities, and providing bespoke advisory services that transcend traditional banking. You will collaborate closely with internal product desks, tax experts, and estate planners to deliver a seamless, holistic experience for your clients. By fostering long-term relationships and demonstrating impeccable market foresight, you will play a pivotal role in growing the firm's assets under management and cementing our reputation as a leader in the private banking space.

Key Responsibilities:

- Acquire and manage HNI/UHNI clients and build long-term relationships.

- Develop and manage a portfolio of clients with a focus on AUM, revenue and wallet share growth.

- Understand clients' financial goals, investment objectives and risk profiles to offer suitable wealth solutions.

- Advise clients across investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternate Investments.

- Identify opportunities for new client acquisition through networking, referrals, market outreach and existing relationships.

- Deepen relationships with existing clients through cross-sell, product penetration and portfolio reviews.