NRI Wealth Management Advisor

3 days ago

Ahmedabad Bengaluru Bangalore, India beBeeWealthManagement Full time US$ 90,000 - US$ 1,20,000
Private Banking Specialist

We are seeking an experienced Private Banking Specialist to provide comprehensive wealth management advisory services to our Non-Resident Indian (NRI) clients.

As a Private Banking Specialist, you will be responsible for offering a range of financial products, including mutual funds, offshore investments, and insurance solutions. You will also promote deposit and remittance products to meet the needs of our NRI clients.

Key Responsibilities:

  • Deliver exceptional client servicing and support for cross-border banking requirements.
  • Collaborate with product, investment, and compliance teams to deliver customized solutions that meet client needs.
  • Conduct regular portfolio reviews and focus on generating referrals from existing NRI clients.

Required Skills and Qualifications:

  • Proven experience in wealth management and private banking, with a focus on NRI clients.
  • In-depth knowledge of financial products such as mutual funds, PMS, bonds, and insurance.
  • Strong understanding of NRE/NRO/FCNR deposits, remittance products, and foreign currency solutions.
  • Excellent client servicing and relationship management skills.
  • Ability to conduct portfolio reviews and generate referrals.

Qualifications:

  • Bachelor's or Master's degree in Finance, Business, or a related field, or equivalent experience.

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