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Private Banking - HNI Relationship - Financial services
Excellent opportunity to be a part of a growing organization
Excellent career growth with market leading remuneration
About Our Client
Our client is one of the well-established financial services firm backed by a reputed conglomerate. Their team consists of highly trained financial strategists present across the country. They provide designed solutions by understanding every need of the client and there by maintaining a long term relationship.
As a Private Banker, you are expected to provide specialized financial solutions to wealthy individuals and families. Thus, you will have to offer them a full suite of customized financial services, such as discretionary portfolio management, estate and trust planning, investment advice and wealth structuring. You will have to increase assets under management through client development, prospecting, and consultative selling. Along with this also provide professional customer service to achieve a high percentage of customer satisfaction and retention. In order to ensure smooth process, you will adhere and comply with the necessary policies and procedures.
The Successful Applicant
- You will be a private banker with at least 6 years of experience
- You will have sound knowledge of all private banking solutions
- You will have the ability to influence and drive stakeholders
- You will have excellent communication skills
What's on Offer
- Excellent opportunity to be a part of the fast growing organization
- The organization offers excellent career growth with market leading remuneration