Private Bank Associate

Weblee Technologies; Kolkata District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Weblee Technologies in Kolkata seeks a client relationship professional to manage high-level client relationships, develop financial plans, and analyze client data to identify growth opportunities. You will collaborate with internal teams to ensure seamless delivery of wealth management services.

The role requires private banking experience, excellent communication, and the ability to work in a fast-paced environment while meeting deadlines and regulatory requirements.

Qualifications

• Minimum 2 years of experience in private banking or related field.
• Strong knowledge of financial products and services, including investment and wealth management.
• Excellent communication and interpersonal skills to build strong relationships with clients.
• Ability to analyze complex financial data and provide insightful recommendations.
• Strong problem-solving skills to resolve client issues promptly.
• Experience working in a fast-paced environment with multiple priorities and deadlines.

Responsibilities

• Manage and maintain high-level relationships with clients to provide exceptional customer service.
• Develop and implement financial plans and strategies to meet client needs.
• Conduct thorough analysis of client financial data to identify growth opportunities.
• Collaborate with internal teams to ensure seamless delivery of services.
• Identify and mitigate potential risks to ensure compliance with regulatory requirements.
• Stay up-to-date with industry trends and competitor activity to stay ahead in the market.

Skills

Financial analysis

Communication

Interpersonal skills

Client relationship management

Problem solving

Job description

• Manage and maintain high-level relationships with clients to provide exceptional customer service.
• Develop and implement financial plans and strategies to meet client needs.
• Conduct thorough analysis of client financial data to identify growth opportunities.
• Collaborate with internal teams to ensure seamless delivery of services.
• Identify and mitigate potential risks to ensure compliance with regulatory requirements.
• Stay up-to-date with industry trends and competitor activity to stay ahead in the market.

Job Requirements

• Minimum 2 years of experience in private banking or a related field.
• Strong knowledge of financial products and services, including investment and wealth management.
• Excellent communication and interpersonal skills to build strong relationships with clients.
• Ability to analyze complex financial data and provide insightful recommendations.
• Strong problem-solving skills to resolve client issues promptly.
• Experience working in a fast-paced environment with multiple priorities and deadlines.