Posted:3 months ago|
Platform:
Work from Office
Full Time
A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for
Individual Contributor roles
Team Handling roles
Role Responsibilities
Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs).
Develop and maintain client relationships to understand their wealth management needs.
Advise clients on various investment avenues such as:
Mutual Funds (MF)
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Achieve revenue and product targets through cross-selling and upselling wealth products.
(For team handling roles) Lead, coach, and manage a team of private bankers.
Required Skills & Experience
Proven experience in wealth management or private banking.
Strong understanding of financial markets and investment products.
Demonstrated ability to acquire and manage HNI/UHNI client portfolios.
(For team handling roles) Leadership and mentoring experience.
Should you be interested in knowing more, Please connect to Pooja Saini at +91-9758911444(whatsapp available) or pooja.saini@wowjobs.biz
WOW Softech
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.
We have sent an OTP to your contact. Please enter it below to verify.
Instantly access job listings, apply easily, and track applications.
mumbai, maharashtra, india
Salary: Not disclosed
delhi
Salary: Not disclosed
Salary: Not disclosed
mumbai, maharashtra
Salary: Not disclosed
maharashtra
Salary: Not disclosed
mumbai, maharashtra, india
Salary: Not disclosed
dehradun, uttarakhand
Salary: Not disclosed
chennai
20.0 - 35.0 Lacs P.A.
mumbai metropolitan region
Salary: Not disclosed
chennai, tamil nadu
Salary: Not disclosed
