Private Banker - Wealth Management - UHNI - Bank

Job Location : Mumbai

Candidate must have relevant experience with Banks.

JD :

- Responsible for acquiring ultra high net worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they receive and execute on the right advice. Any senior wealth management professional looking at enhancing his skill set should look at this opportunity.

Pre-requisites :

- Senior wealth managers with prior experience working in a private bank/wealth management set up

- Experience of advising clients across asset classes

- Strong analytical skills and willingness to enhance knowledge levels through rigorous learning.

Roles & Responsibilities :

- The relationship manager will be responsible for acquiring and maintaining client relationships.

- Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Ultra HNI segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios

- Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes

- To coordinate with product and research team for taking investment decision for the clients

- To conduct and assist in organizing seminars, workshops and other business development activities

- To prepare the MIS reports in the specified formats

Job Specifications Required :

Qualifications :

- An MBA (finance or marketing) Degree holder or focused education in financial planning/wealth management

- Other qualifications like CA, CFA will be an advantage

- 8+ years of relevant work experience in the financial industry preferred

Desired Skill Set :

- Ability to inspire trust and confidence in clients

- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market

- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

- Excellent oral and written communication skills with clarity of thought, speech and expression

- Excellent interpersonal skills

- Ability to travel domestically and internationally if required for NRI clients

- Good Analytical Skills

General Competencies :

- Positive attitude, socially effective, high level of perseverance and patience

- Assertive & hard working

- Result oriented

- Attention to detail

Manoj Kumar