Wealth Manager - UHNI Private Banker

Client details:

- A leading wealth management, asset management and investment advisory firm which is one of the well-known players in the current market

- They offer a wide range of investment services, each of which is specifically tailored as per client requirements

- Have a reputation in the market for understanding every individual's needs & responding effectively as per the customer demands

- Their USP is a product centric approach keeping client benefit as their top priority

- Part of a recognized conglomerate

Job Description:

The UHNI private banker is the ultimate face of the business as (s)he is going to be the ultimate point of contact with the client.

Key Role/ Responsibilities:

1. Meet annual goals / budgets set by manager for self

2. Develop existing and new relationships

3. Market a full range of Wealth Management products and services in a diversified manner to existing and new clients

4. Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix

5. Cultivate and manage relationships with other areas of the Bank to promote cross-selling

6. Maintain good level of knowledge of the Bank's systems and regulatory environment

Candidate requirements:

Qualifications:

- An MBA (finance or marketing) / Graduate in Finance

- 5-10yrs of relevant work experience in the banking or finance industry

Desired Skill Set:

1. Ability to develop trust and confidence in clients

2. Showing a stable career progression i.e. min 2yrs tenure in every organization in the past

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

4. A thorough know how of financial markets, their behavior, movements and expectations with respect to the market

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

6. Excellent interpersonal skills

7. Good Analytical Skills

General Competencies:

Positive attitude and perseverance

Result oriented and self-driven

Job Offer:

- A prestigious position at a leading wealth management firm

- Rewarding pay package

- An enriching career in a flourishing industry

- An illustrious brand association