Expert Financial Strategist for High Net Worth Individuals

1 week ago

Mumbai, Maharashtra, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 5,00,00,000
Private Banking Relationship Manager

We are seeking an experienced and skilled Private Banking Relationship Manager to join our team. The ideal candidate will have a strong background in financial management, excellent communication skills, and the ability to build and maintain strong client relationships.

Job Description:

The Private Banking Relationship Manager will be responsible for providing high-quality financial solutions to our clients. This includes understanding their financial needs and risk appetite, recommending suitable products from our array of financial offerings, and ensuring that client plans are responsive to changing market trends.

Key Responsibilities:

  • Providing financial solutions for high net worth clients
  • Monitoring financial market trends to ensure that client plans are responsive
  • Ensuring the growth of Assets Under Management (AUM) / Book Size
  • Responsible for achieving targets based on acquisition and revenue generation through investment products
  • Providing appropriate investment solutions to clients based on their needs and risk profile
  • Sharing model portfolios with clients
  • Responsible for targeting towards AUM growth & revenue generation from Wealth Management relationships
  • Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Required Skills and Qualifications:

To be successful in this role, you will need:

  • Strong client UHNI network and relationships
  • Exceptional communication skills
  • Ability to think Big
  • High on integrity
  • Passionate, Ambitious & perseverant, Entrepreneurial mindset
  • Relationship management skills, Collaborative approach and a team player

Education and Experience:

4+ years of experience into Private wealth management. Graduate with MBA from Premier B schools

How to Apply:

If you are a motivated and experienced professional looking for a new challenge, please submit your resume for consideration.

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