Wealth Manager/Senior Wealth Manager/Private Banker - BFSI

One of India's fastest-growing private sector bank is looking to hire a Wealth Manager/Senior Wealth Manager/ Private Banker

Location: Chennai, Hyderabad, Cochin/Kochi

Function: Wealth, Retail Banking

Experience: 4-20Years

CTC- Upto 40L (Based on current and interview)

Job Purpose :

The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring the Bank becomes the primary bank for all banking needs.

Roles & Responsibilities:

- Procuring the potential clients through networking, database, market analysis, and references

- Develop and manage the fund selection models

- Product due diligence to understand the qualitative aspects of the products

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling, and requirements

- Financial goal setting and planning and prepare investment proposals for the clients

- Liaison with operations team to resolve queries and revenue generation

- Ensuring the highest levels of customer service to the customer acquired

- Assure adherence to the guidelines set by the bank

- Gather latest Market intelligence and track and benchmark against best practices in competitor banks

- Be up-to-date with equity and debt markets by going through investment reports/concall

- Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX, and commodities

- In-depth knowledge of wealth management products - mutual funds, portfolio management service providers, alternative investment funds, and listed investments

- Knowledge of taxation implications for various investment products

- Recommend improvements to processes and policies across the retail banking business to drive operational efficiencies and high-quality customer service

Managerial & Leadership Responsibilities:

- Attract and retain best-in-class talent for key roles in their reporting structure

Educational Qualifications:

Graduate - Any

Post Graduate - Any MBA