Private Banking

4 weeks ago


Chennai, Tamil Nadu, India Workassist Full time
Job Description

Location: It is Chennai (not Pune)

Work Level: Individual

Core: Communication Skills, Adaptable

Leadership: Influencing

Role: Relationship Manager

Industry Type: Broking Financial Services

Function: Wealth Manager

Key Skills: Private Wealth ,AIF, PMS, Wealth, Private Banking, Acquisition

Education: PG/ Master

Primary Responsibility:

Private Wealth Manager

- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size.
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting the AUM growth & revenue generation from the relationships with Wealth Management.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers across different industries and experience levels. Our e-recruitment technology allows us to quickly adapt to the new normal and assist job seekers in finding the best opportunities and employers in finding the best talent worldwide. We work with over 800+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you

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