Private Bank, SA Associate, GSAA

Job Description

: Job TitlePrivate Bank, GSAA, SA Associate LocationBangalore, India Corporate TitleAssociate Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous. Good communication is essential (verbal and written) Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking Your skills and experience Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements. Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships. Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material. Ensure timely completion of internal reporting Oversee Service Assistant desk the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules. Resolve client queries Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc. How well support you