Private Wealth Manager

3 - 8 years

10.0 - 20.0 Lacs P.A.

Delhi, Bengaluru, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

Apply Now

Skills Required

Client AcquisitionFamily OfficePrivate WealthWealth ManagementPrivate BankingUltra Hni

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online Trading & Investment Products. Identify new business opportunities through networking within the community and referrals from existing clients. Develop a deep understanding of client needs and provide tailored solutions to grow their wealth. Collaborate with internal teams to deliver exceptional service standards and ensure seamless execution of transactions. Stay up-to-date with market trends and regulatory changes to maintain expertise in private banking services.

Software Development
San Francisco

RecommendedJobs for You

Chennai, Pune, Delhi NCR, Bengaluru, Gurgaon, Mumbai (All Areas)

Chennai, Mumbai, Chandigarh