UHNI Private Banker

4 days ago

Bengaluru, India Michael Page Full time
Opportunity to create wealth for yourself and lead the private banking business.Be a part of a global private banking platform with a robust product offering.

About Our Client

A leading specialised private banking firm with a global set up across 20 countries which specialises into investment banking, institutional equities, asset management, private banking, capital markets, SME finance and legacy planning is expanding its footprint in India. This is a hybrid role (part player, part coach) to provide sustainable wealth creation solutions to UHNI clients along with building a high performing team of private bankers.

Job Description

Manage and grow a portfolio of Ultra High Net Worth clientsDeliver bespoke investment, wealth planning, and family office solutionsLead, inspire, and develop a team of private bankers to be high performingCollaborate with internal partners across investment, legal, tax, and other functionsAct as a strategic thought partner in growing the businessMaintain highest levels of service and delivery to existing clients

The Successful Applicant

Bachelor's degree in finance or a related fieldMinimum of 10 years of experience in wealth management or private bankingProven track record of managing high net worth clients and achieving sales targetsIn-depth knowledge of banking and investment products and servicesExcellent communication and interpersonal skillsStrong analytical and problem-solving abilities

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