Private Banker
4 months ago
Private Banker in InCred Wealth plays a crucial role in building and maintaining relationships with high-net-worth clients, providing personalized financial advice, and contribute to the organization's growth.
**Responsibilities**:
Client Relationship Management:
- Build and maintain strong relationships with high-net-worth individuals.
- Understand clients' financial goals, risk tolerance, and investment preferences.
- Provide personalized financial advice and solutions.
- Proactively address client concerns and inquiries.
- Regularly interact with clients to maintain relationships and ensure satisfaction.
Investment Management:
- Develop and implement comprehensive investment strategies for clients.
- Monitor client portfolios and discuss adjustments as needed.
- Conduct investment research and analysis.
- Present investment options and recommendations to clients.
Business Development:
- Identify and cultivate potential new clients.
- Cross-sell additional wealth management products and services.
- Achieve and exceed sales objectives.
Compliance:
- Ensure adherence to all relevant regulations and compliance requirements.
- Maintain accurate and complete client records.
Reporting:
- Prepare regular reports on client activity and portfolio performance.
- Track and analyze key performance metrics.
**Experience**:
- total work: 5 years (preferred)
License/Certification:
- NISM-V-A: MF Distributors Certification Examination (preferred)
Work Location: In person
Application Deadline: 06/09/2024
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