Wealth Management Professional
21 hours ago
Key Responsibilities
The Private Banker/Senior Private Banker Lead will be responsible for:
- Acquiring and managing high net worth individual clients, providing them with comprehensive financial planning and portfolio management services
- Developing and implementing sales strategies to drive revenue growth and business development initiatives
- Managing existing client relationships, ensuring exceptional customer service and timely delivery of services
- Staying up-to-date with market trends and competitor activity, identifying opportunities to drive business growth and improve client satisfaction
Requirements
To be considered for this role, you will need:
- 8+ years of experience in private banking and wealth management
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
Compensation Package
We offer a competitive compensation package, including a base salary of ₹25 lakhs per annum, plus performance-based bonuses and benefits. We also provide opportunities for professional growth and development, as well as a collaborative and dynamic work environment.
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