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Private Wealth Advisor
3 weeks ago
About the Opportunity
This key position is critical in securing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI) clients, fostering lasting relationships with the bank.
Responsibilities include selling Investment, Insurance, and other Private Banking products to generate fee income. Key responsibilities include:
- Acquiring new private banking customers.
- Nurturing and managing end-to-end customer relationships for private customers by fulfilling all their banking needs through wealth solutions.
Requirements include a strong understanding of Wealth Management products and a proven track record of success in the Banking and Financial domain. This role requires individuals with 10+ years of experience as Relationship Managers, Branch Managers, or Regional Heads.
As a seasoned professional, you will have the opportunity to work with high-net-worth individuals, providing them with tailored financial solutions to meet their unique needs. You will be responsible for building long-term relationships, identifying opportunities for growth, and delivering exceptional customer service.
In this role, you will have the chance to leverage your expertise in wealth management to drive business growth and deliver value to our clients. You will work closely with cross-functional teams to develop and implement strategic initiatives, ensuring that our clients receive the best possible service.
