Private Wealth Management Specialist - Bank

Client Management/ Servicing:.

- Serve as a dedicated single point of contact for 250 HNWI clients.

- Portfolio management.

- Review individual account relationships to determine the banking and investment needs of clients.

- Identify the risk profile of the customer.

- Identify potential investment products for clients.

- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services.

Product Advice:

- Leverage product experts to generate product specific investment ideas for clients.

Processes:

- Ensure proper documentation for smooth transaction execution and customer service.

- Ensure advisory processes are consistent with defined compliance norms.

- Prepare KYC reports of client.

Knowledge:

- Build knowledge on available products - Coordinate with IAG/Product/research group.

Client Acquisition:

- Create and maintain specific business and marketing plan for existing/new customers.

- Leverage networks, partnership, and sources of leads and referrals to access prospective clients.

- Interact with internal referral sources to recognize qualified prospects and referral opportunities.