Posted:1 day ago|
Platform:
Work from Office
Full Time
A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for
Individual Contributor roles
Team Handling roles
Role Responsibilities
Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs).
Develop and maintain client relationships to understand their wealth management needs.
Advise clients on various investment avenues such as:
Mutual Funds (MF)
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Achieve revenue and product targets through cross-selling and upselling wealth products.
(For team handling roles) Lead, coach, and manage a team of private bankers.
Required Skills & Experience
Proven experience in wealth management or private banking.
Strong understanding of financial markets and investment products.
Demonstrated ability to acquire and manage HNI/UHNI client portfolios.
(For team handling roles) Leadership and mentoring experience.
Should you be interested in knowing more, Please connect to Pooja Saini at +91-9758911444(whatsapp available) or pooja.saini@wowjobs.biz
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