Private Banker & Wealth Manager

5 - 18 Years

Mumbai

Posted 1 week ago

#Private Banking #Wealth Management #BFSI Sales #Sales #Banking

- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics.

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Posted By

Uma Gangapuram

Senior recruitment consultant at Our client is one of the largest HR and Recruitment Consulting firms in the world, having presence in over 120 countries and headquartered in London UK. The company works substantively with more than 60% of the Fortune 500 companies. They have over 20,000

Last Login: 15 March 2025

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