Partner-Private Banking Group

Vrinda Global Private Limited

10 - 18 years

10 - 14 Lacs

kolkata

Posted:1 day ago| Platform:

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Skills Required

banking marketing regulatory changes private banking wealth management sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibility

Develop and implement comprehensive financial plans for high net worth individuals and businesses.
Provide expert advice on investment strategies, wealth management, and portfolio planning.
Build and maintain strong relationships with clients to understand their financial goals and objectives.
Collaborate with internal teams to deliver exceptional client service and support.
Identify new business opportunities and grow existing client relationships through effective sales and marketing efforts.
Stay current with market trends and regulatory changes to provide informed guidance to clients.

Job Requirements

Proven experience in private banking or wealth management with a strong track record of success.
Excellent communication, interpersonal, and problem-solving skills.
Ability to work effectively in a fast-paced environment and prioritize multiple tasks.
Strong analytical and decision-making skills with attention to detail.
Experience working with high net worth individuals and businesses is essential.
A graduate degree from a reputable institution is required.

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