Private Banker

Ambience HR LLP; Hyderabad; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Ambience HR LLP is seeking an experienced Private Banking/Wealth Management professional to manage relationships with high net worth clients in the South region, tailoring banking and investment solutions to their goals.

You will cross-sell products, provide expert financial guidance, and collaborate with investment advisors to deliver comprehensive, customised service, while staying compliant with market regulations and striving to meet sales targets.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Minimum of 5 years of experience in private banking or wealth management.
• Proven track record of managing and growing a portfolio of high net worth clients.
• In-depth knowledge of banking products, investments, and insurance.
• Excellent communication and interpersonal skills.
• Strong sales and relationship management skills.
• Knowledge of local market and regulations preferred.

Responsibilities

• Develop and maintain relationships with high net worth clients in the South region.
• Understand clients' financial goals and provide customized banking and wealth management solutions.
• Cross-sell various banking products and services, including investment products, insurance, and loan.
• Act as a trusted advisor to clients, providing expert financial advice and guidance.
• Collaborate with other teams within the bank, such as investment advisors and product specialists, to deliver comprehensive solutions to client.
• Stay updated on market trends and changes in regulations to ensure compliance and provide the best possible service to client.
• Meet and exceed sales targets and contribute to the overall growth of the First Private business.

Skills

Excellent communication

Relationship management

Sales skills

Education

Bachelor's degree in Finance, Business Administration, or related field

5+ years experience in private banking or wealth management

Job description

Key Responsibilities

• Develop and maintain relationships with high net worth clients in the South region
• Understand clients' financial goals and provide customized banking and wealth management solutions
• Cross-sell various banking products and services, including investment products, insurance, and loan
• Act as a trusted advisor to clients, providing them with expert financial advice and guidance
• Collaborate with other teams within the bank, such as investment advisors and product specialists, to deliver comprehensive solutions to client
• Stay updated on market trends and changes in regulations to ensure compliance and provide the best possible service to client
• Meet and exceed sales targets and contribute to the overall growth of the First Private business

Qualification

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in private banking or wealth management
• Proven track record of managing and growing a portfolio of high net worth clients
• In-depth knowledge of banking products and services, investment products, and insurance
• Excellent communication and interpersonal skills
• Strong sales and relationship management skills
• Ability to work independently and as part of a team
• Knowledge of local market and regulations is preferred