Wealth Manager - Private Banking

Job Role :

- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients

- Adhere to all company processes and policies, and carry the brand through developed functional and behavioral skills

- Deliver Sales Targets

- An advisor needs to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for Wealth Management while acquiring new clients as well

Job Requirements :

- Excellent written and oral communication skills

- Strong Organizational Skills

- Experience in investment/financial services & knowhow of capital markets knowledge

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills

- 7 - 20 years of experience

- Post-graduate qualification would be preferred in Wealth/ Private Banking

Jharna Ajmera
Recruitment Consultant
Intellectual Capital HR Consulting Pvt Ltd
Landline: 022-41284001