Expert Wealth Manager

2 weeks ago


Mumbai, Maharashtra, India beBeeWealth Full time ₹ 18,00,000 - ₹ 2,40,00,000
Private Banking Career

We are seeking a seasoned Private Banker to play a pivotal role in expanding our wealth management portfolio.

This key position entails building lasting relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), while providing them with bespoke wealth solutions.

The ideal candidate will possess a deep understanding of wealth management products, including Asset Under Management (AUM), Alternative Investment Funds (AIFs), and Mutual Funds. They will be responsible for selling investment and insurance products to private banking clients, generating revenue streams for the bank.

Main Responsibilities:

  • Clients Acquisition: Identify and onboard new high net worth clients, expanding our existing client base.
  • Relationship Management: Foster and manage end-to-end customer relationships, catering to their comprehensive banking needs through our wealth solutions.

Requirements:

  • A robust client base with an in-depth understanding of wealth management products.
  • 10+ years of experience in the banking and financial sector, preferably as a Relationship Manager, Branch Manager, or Regional Head.

About the Role:

This is an exciting opportunity to leverage your expertise in wealth management and contribute to the growth of our private banking business.

What We Offer:

We provide a dynamic work environment that fosters professional growth and development. Our team is dedicated to delivering exceptional service to our clients, and we are committed to making a positive impact in the community.


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