Private Banker

2 weeks ago

Dehra Dūn, Uttarakhand, India ASK Asset & Wealth Management Full time

Experience: 68 Years (Private Banking / Wealth Management)

About the Role

Ask Private Wealth is seeking seasoned and dynamic Private Bankers / Relationship Managers with a strong background in managing HNI/UHNI client relationships, a deep understanding of financial markets, and the ability to offer a wide range of wealth solutions including Mutual Funds, Bonds, PMS, and Alternate Investments.

Key Responsibilities (KRA)

- Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs.

- Maintain long-term relationships with clients by offering personalized wealth management solutions.

- Understand client financial goals and risk appetite to recommend suitable investment products.

- Drive revenue growth by cross-selling Mutual Funds, Bonds, PMS, AIFs, and other structured financial products.

- Monitor portfolio performance and provide periodic updates and rebalancing suggestions.

- Ensure high standards of compliance, due diligence, and risk management in all client transactions.

- Collaborate with internal product teams to stay updated on latest investment opportunities.

- Achieve individual sales and revenue targets consistently.

Required Skillsets

- Strong knowledge of wealth management products Mutual Funds, PMS, Bonds, AIFs, Insurance, etc.

- Excellent client servicing, interpersonal, and relationship-building skills.

- Deep understanding of capital markets, economic trends, and portfolio structuring.

- Ability to identify client needs and offer customized financial advice.

- Result-oriented with a proven track record in client acquisition and portfolio growth.

- Excellent communication and presentation skills.

- Familiarity with regulatory frameworks and compliance norms in the wealth management space.

Eligibility Criteria

- Graduate/Postgraduate in Finance, Commerce, Economics, or related fields.

- NISM certifications (Mutual Fund, Equity Derivatives, etc.) preferred.

- Minimum 68 years of relevant experience in private banking or wealth management handling HNI clients.

Why Join Ask Private Wealth?

- Strong brand with a client-centric approach

- Access to a wide range of innovative investment solutions

- Performance-driven growth opportunities

- Culture of integrity, collaboration, and continuous learning

(ref:iimjobs.com)

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