Private Banking Specialist

1 day ago

Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Opportunity: Private Banking Specialist

We are seeking an experienced professional to manage key client relationships, high net worth individuals and ultra-high net worth individuals, providing expert relationship management experience.

Key Responsibilities:

  • Manage a portfolio of high-net-worth clients and ultra-high-net-worth clients.
  • In collaboration with the Corporate Banking team, drive the acquisition of Personal Banking and Wealth Management relationships for corporate clients.
  • Anticipate and be sensitive to shifting customer expectations, initiating measures to ensure exceptional service.
  • Collaborate with cross-functional teams to deliver tailored banking solutions.

Essential Skills:

  • Domain expertise in wealth management and private banking.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong relationships with high-net-worth clients.
  • Strategic thinking and problem-solving skills.

Deliverables:

  • Develop and implement personalized banking solutions for high-net-worth clients.
  • Cultivate strong relationships with key stakeholders and decision-makers.
  • Stay up-to-date with industry trends and regulatory requirements.

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