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WOW Softech
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Private Banker

Private Banker

8 - 13 years

|

20 - 35 Lacs

Hyderabad Chennai Bengaluru

Posted:1 day ago| Platform:

Apply

Skills Required

Private Banking Team Management Wealth Management HNI Succession Planning Private Client Uhni Relationship Management Financial Planning Family Office Private Wealth Wealth Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Client Relationship Management
: Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction.
Investment Strategy Development
: Design and implement personalized investment strategies based on clients' financial goals and risk profiles.
Sales and Revenue Generation
: Drive sales of wealth management products and services, meeting or exceeding set targets.

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