Wealth Acquisition Relationship Manager - Private Banking

Sameeullah; Chennai; On-site; INR 6,00,000 - 10,00,000; Full time

Job summary

An established industry player is looking for a Senior Private Banker to enhance their private banking division. This role focuses on managing High Net Worth and Ultra High Net Worth clients, providing personalized wealth management solutions, and identifying new business opportunities. The ideal candidate will excel in client relationship management and possess a deep understanding of investment strategies and financial planning. Join a dynamic team that values collaboration and innovation, and contribute to the growth of a prestigious banking institution dedicated to delivering exceptional service.

Qualifications

• Proven experience in managing HNI and UHNI client relationships.
• Strong knowledge of wealth management products and services.

Responsibilities

• Develop and maintain long-term relationships with HNI and UHNI clients.
• Identify and pursue new business opportunities to expand client base.
• Provide tailored wealth management services and investment advice.

Skills

Client Relationship Management

Wealth Management

Business Development

Investment Advice

Financial Planning

Risk Management

Job description

Senior Private Banker

We are seeking an experienced Senior Private Banker to join our team, responsible for managing and growing our High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) client base. The successful candidate will provide exceptional wealth management services, identify new business opportunities, and contribute to the growth and expansion of our private banking division.

Key Responsibilities:

- Client Relationship Management: Develop and maintain strong, long-term relationships with HNI and UHNI clients, providing personalized wealth management solutions and exceptional customer service.

- Business Development: Identify and pursue new business opportunities, leveraging existing networks, referrals, and market intelligence to expand our client base.

- Wealth Management: Provide comprehensive wealth management services, including investment advice, portfolio management, and financial planning, tailored to each client's unique needs and goals.

- Product Sales: Promote and sell our private banking products and services, including investment products, credit facilities, and wealth planning solutions.

- Team Collaboration: Work closely with internal stakeholders, including investment specialists, credit officers, and wealth planners, to deliver seamless and integrated services to clients.

- Market Intelligence: Stay up-to-date with market trends, regulatory changes, and industry developments, applying this knowledge to enhance our service offerings and client relationships.

- Risk Management: Ensure compliance with regulatory requirements, internal policies, and procedures, maintaining the highest standards of risk management and governance