Private Wealth Management Specialist

Found in: Whatjobs IN C2 - 2 weeks ago


west bengal, India Waytogo Consultants Full time
I. 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
II. Product Advice
- Leverage product experts to generate product specific investment ideas for clients
III. 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
IV. Knowledge
- Build knowledge on available products – Coordinate with IAG/Product/research group
V. 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
  • Recruitment Specialist

    Found in: Whatjobs IN C2 - 5 days ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


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    Found in: Whatjobs IN C2 - 5 days ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


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    Found in: beBee S IN - 1 week ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


    west bengal, India More Retail Private Limited Full time

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    Found in: Appcast Linkedin IN C2 - 7 days ago


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    Found in: Whatjobs IN C2 - 2 weeks ago


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