Vice President - Wealth Management - Private Banker - IIM/ISB/FMS/MDI

Vice President (Private Banker)

Mandatory Requirement:

1. MBA/ PGDM from Tier 1 B-school

2. 12+ years of experience in financial markets, with exposure in Wealth boutiques/ Private banking

About the client:

Our client is an independent and trusted Wealth Management firm that focuses on the investment needs and the best way to meet those needs. They provide with an open architecture platform for investing.

Job Role and Responsibilities:

Client Engagement:

- Build & manage the HNI/ UHNI clients (individuals and corporates) advising them on all investment and financial needs

- Enhancement of portfolio size and wallet share of existing customers with strict adherence to compliance

- Partner with customers to understand their business needs and objectives

- Effectively communicate the organizations value proposition through proposals and presentations

- Provide regular value-added engagement with client.

- Generating Revenue and Business Development

- Drive and Monitor Revenue and Volume Targets

- Ensure optimal Product Penetration including fee based advisory

- Monitor and Drive consistent business with Clients

- Maintain the Market Mapping for each client

- Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities.

- Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new client

Talent Attribute:

- Good team management, relationship building and management skill

- Excellent communication and presentation skills

- Self-Motivated

- Excellent Communication and influencing skills

- Aggressive