Scope of the Role
Acquire the portfolio of clients who has a minimum investable sum of 2.5 crore and above. Manage the financial assets and provide personalised fincnal services to high net worth individuals, Building strong client relationships , offering tailored advices and ensure the confidential information of the clients.
Job Description
1) Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.
2) Private Bankers work with their clients to meet their financial needs and goals. They proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.
3) Private Bankers need to be well informed of market conditions and do plenty of research to determine good opportunities to meet private banking revenue goals. They keep current with market updates and financial news. They must also maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.
4) Private Bankers must closely monitor the performance of client accounts, to ensure that the accounts are behaving positively and meeting client needs. They need to be aware of both the clients goals, income and spending to manage the portfolio.
Ideal Candidates
Looking for candidates with good wealth experience of at-least 10 years plus , High preference to candidates working with private wealth management companies. Branch heads of strategic branches with good wealth base also can apply for the job , Provided candidates are keen for individual role and good connect with the super HNI and family office clients . Candidates should have atleast 4 plus years of tenure with the current employment.