Posted By
Posted in
Banking & Finance
Job Code
1403067
We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space.
What will you be doing?
New Business Origination:
- Identify, develop and secure new relationships through personal and client referrals, Group internal networks and corporate and investment banking sources.
- Achieve personal targets for new clients, assets and revenues.
Client Relationship Management:
- Maintain highest levels of service and delivery to existing clients at all times.
- Key contact for client queries.
- Key interface between clients and other parts of Private Bank and the wider Group.
- Governance and Control:
- Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model.
What we're looking for :
- Educated to Degree level
- Appropriate regulatory qualifications
- Fluent in English and Hindi
- Fluency in other Indian languages added advantage (regionally-specific)
- Excellent interpersonal and communication skills
- Entrepreneurial spirit but also with a collegiate approach
- Embraces challenge and an evolving/changing environment
- Rapidly assimilates new information and applies this knowledge as appropriate
Skills that will help you in the role:
Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are 'mapped' to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients' needs including local market, tax, estate planning and liquidity.
- Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
- Experience of building a client base using internal and external networks
- Effective in gaining an in-depth understanding of client's needs and advising on a diverse range of wealth management solutions
- Satisfies the criteria for an approved person both initially and ongoing - this will involve obtaining the relevant qualifications if not already qualified.
- Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the client's requirements.
- Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment.
- Excellent market exposure and multi-disciplined private banking expertise
Where will you be working?
Mumbai
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Posted By
Posted in
Banking & Finance
Job Code
1403067