Wealth Manager - Private Banking - Banking/Financial Services

Role Overview:

We are looking for an experienced Elite Sales - Wealth Management professional to manage and grow relationships with HNI/UHNI clients, drive wealth creation and deliver customized investment solutions.

Key Responsibilities:

- Develop and manage relationships with HNI/Private Banking clients.

- Understand client profiles and create integrated plans for wealth creation, preservation and enhancement.

- Manage and grow client assets across Mutual Funds, PMS/AIF, Structured Products, Alternate Assets, Direct Equity, Unlisted Opportunities, and Consumer & Business Asset/Loan Products.

- Work closely with product and research teams to provide customized investment solutions.

- Conduct periodic portfolio reviews and proactively advise clients on investment opportunities and associated risks.

- Identify and acquire new HNI clients and build long-term relationships.

- Drive revenue and business targets.

- Ensure compliance with KYC, SEBI and applicable regulatory guidelines.

Candidate Profile:

- 6 - 8 years of relevant experience in Wealth Management - Private Banking.

- Post Graduate from a premier institute.

- Strong HNI client handling and relationship management experience.

- Excellent networking and business development skills.

- Self-starter with a target-oriented and revenue-focused approach.

- Strong customer-service orientation and ability to consistently deliver results.