6 Wealth Solutions Jobs

Role Overview: As a member of the Data and Business Analytics team at Standard Chartered, your primary focus will be to operate as a centralised data hub for Wealth Solutions. You will be responsible for data aggregation, report creation, maintenance, building automation infrastructure, and data visualization for reporting initiatives. Your role will involve working closely with various Wealth Solutions teams such as Global Advisory, Managed Investments, Group Bancassurance, Capital Markets, and Client Engagement Teams to support the global growth of the Wealth Solutions business. Key Responsibilities: - Source large sets of data from multiple sources (files, APIs, databases), transform and ...

As a Senior Private Banker at IDFC FIRST Bank, your role involves nurturing and managing end-to-end customer relationships by fulfilling all their banking needs through wealth solutions provided by the bank. You will be responsible for providing a seamless banking experience from both a product and interpersonal perspective, aiming to achieve high customer satisfaction scores. Your primary focus will be on acquiring customers through various channels like natural market, open market activities, references from internal sources, existing branch, and digital networks. Key Responsibilities: - Nurture and manage customer relationships effectively - Provide seamless banking experience - Achieve h...

Role Overview: As a Senior Private Banker at IDFC FIRST Bank, your main responsibility will be to nurture and manage customer relationships by providing wealth solutions and ensuring a seamless banking experience. You will play a crucial role in achieving high customer satisfaction scores and acquiring new customers through various channels. Additionally, you will be responsible for ensuring regulatory compliance and maintaining a strong focus on service delivery. Your leadership skills will be key in developing your team and achieving targets. Key Responsibilities: - Nurture and manage end to end customer relationships by fulfilling their banking needs through wealth solutions - Provide a s...

The role of a Private Banker in the Private Banking Group is crucial in acquiring High Net Worth Individuals (HNI) & Ultra High Net Worth Individuals (UHNI) clients and establishing strong relationships with the bank. As a Private Banker, you will be responsible for selling Investment, Insurance, and other bank products to Private Banking clients to generate fee income. Your main responsibilities will include nurturing and managing end-to-end customer relationships, catering to all banking needs through wealth solutions offered by IDFC FIRST Bank. It is essential to provide a seamless banking experience from both product and interpersonal perspectives while ensuring high customer satisfactio...

As a Senior Partner - First Private at IDFC FIRST Bank in the Retail Liabilities department, your role involves nurturing and managing end-to-end customer relationships to fulfill their banking needs with wealth solutions. You will be responsible for providing a seamless banking experience, achieving high customer satisfaction scores, and acquiring customers through various channels such as natural market, open market activities, and internal references. Your secondary responsibilities will include ensuring regulatory compliance, maintaining a high level of relationship management, focusing on service delivery, and being execution-oriented to achieve results effectively. In terms of manageri...

As a Senior Private Banker-First Private at IDFC FIRST Bank in the Retail Liabilities department, your role involves nurturing and managing end-to-end customer relationships to fulfill their banking needs through wealth solutions. Your main objective is to provide a seamless banking experience that ensures high customer satisfaction scores and achieves organizational goals. You will be responsible for acquiring customers through various channels such as natural market, open market activities, references from internal sources, existing branches, and digital networks. Additionally, you will be required to ensure regulatory compliance, demonstrate a high orientation towards relationship managem...