Verified Job
Accounting - Finance
WMK44+] Wealth Private Banker - Investment Bank
Accounting - Finance
#593600
Remote / WFH
Job Description
Job description
Wealth Private Bankers - Global Investment Bank
Job Description:
We are looking for Private Bankers with 500-1000 crore AUM (Assets Under Management) for one of our reputed client who is a global investment institution with wealth and asset management capabilities.
The role will be responsible for managing a significant portfolio of high-net-worth clients, offering tailored financial solutions, and generating revenue through advisory and wealth management services.
Roles & Responsibilities:
- Build, develop and maintain strong relationships with Affluent & Super Affluent, HNI, UHNI, Ultra HNI clients and understand their financial needs/ goals.
- Maintaining strong client relationships and generate AUM from preferred clients.
- Generate revenue by promoting Mutual Funds (MF), PMS, AIF, Equity and other products.
- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the client segment in the market for new client acquisition.
Wealth Private Bankers - Global Investment Bank
Job Description:
We are looking for Private Bankers with 500-1000 crore AUM (Assets Under Management) for one of our reputed client who is a global investment institution with wealth and asset management capabilities.
The role will be responsible for managing a significant portfolio of high-net-worth clients, offering tailored financial solutions, and generating revenue through advisory and wealth management services.
Roles & Responsibilities:
- Build, develop and maintain strong relationships with Affluent & Super Affluent, HNI, UHNI, Ultra HNI clients and understand their financial needs/ goals.
- Maintaining strong client relationships and generate AUM from preferred clients.
- Generate revenue by promoting Mutual Funds (MF), PMS, AIF, Equity and other products.
- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the client segment in the market for new client acquisition.
