Wealth Management Professional

21 hours ago


Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

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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