Manager/Senior Manager/AVP - Wealth Manager - Bank

Our client is a leading bank looking to expand its private wealth/private banking business.

Designation: Manager/Sr Manager/AVP

Location: Delhi NCR

Reporting into: Head Private Banking

Responsibilities:

- Identify potential new clients and work with them to build up relationship with the goal of managing their wealth

- Constantly engage with clients in order to meet their financial need and goals by understanding their concerns

- Proactively advise the clients, explaining the types of financial services available, educating them about investment options and potential risks which need to adhered

- Work in collaboration with various stakeholders in order to achieve revenue targets

- Act as a first point of contact by liasoning between the bank and its client

- Comply with mandatory policies and procedures

Skills and Qualities:

- Discretion and trustworthiness

- Ability to build strong relationships with discerning clients

- Knowledge and understanding of financial markets