Senior Private Banker

2 weeks ago


Kolkata, India ICICIdirect Full time

Grade: Vice President ( Sr. Client Partner)


Job Location-Kolkata

Role & Responsibilities:


  • build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Insurance, Equity
  • educate clients on the features, benefits, and risks associated with various wealth management products.
  • recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • identify new business opportunities and generate leads through networking and referrals.
  • drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • achieve revenue targets and contribute to the overall growth of the private wealth management business.
  • conduct thorough due diligence on investment products and providers to mitigate risks.
  • maintain accurate records of client interactions and transactions in accordance with compliance standards.


Key Requirements:

  • have strong understanding of wealth management products, including AIFs and PMS.
  • have a proven track record of building and managing relationships with high-net-worth individuals.
  • have excellent communication, presentation, and negotiation skills.
  • have the ability to work independently and as part of a team in a fast-paced environment.
  • relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.



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