Job Description

JOB LOCATION -

Mumbai, Delhi Metropolitan Region but Coverage of Clients can be PAN India or Global NRI

Fixed Pay Range - 50-75 Lakhs + Performance Bonus (Subjective to Education, Experience, Past Performance and Potential)

We would like to invite Senior private bankers with minimum 7+ years of relevant Wealth Management Sales experience in UHNI Client Segment with NBFC or Banking Private wealth / Family Office platform in India

Excellent work culture with MNC team of Private bankers & support team. No product push & Client first advisory model. Learning, growth and great compensation & benefits package

PRIMARY RESPONSIBILITIES

- New to Firm Client Acquisition, Revenue Generation

- Client Relationship Management: Build and nurture strong, long-lasting relationships with high-net-worth clients. Understand their financial objectives, risk tolerance, and preferences.

- Financial Needs Analysis: Conduct comprehensive financial needs assessments to identify clients\' short-term and long-term goals, as well as potential risks.

- Portfolio Development: Develop personalized investment strategies and portfolios tailored to each client\'s unique financial situation and objectives.

- Wealth Preservation: Advise clients on strategies to protect and preserve their wealth, including tax planning, estate planning, and risk management.

- Market Research: Stay informed about financial markets, economic trends, and investment products to provide informed and up-to-date advice to clients.

- Product Knowledge: Maintain a deep understanding of a wide range of financial products and services, including stocks, bonds, mutual funds, alternative investments, Estate, Succession, Will planning & Trust Services and more.

- Compliance: Ensure all client interactions and transactions comply with industry regulations and internal policies.

- Performance Tracking: Monitor the performance of client portfolios, make necessary adjustments, and provide regular updates and reports to clients.

- Prospecting: Identify and pursue new high-net-worth clients through networking, referrals, and other sales and marketing strategies.

- Team Collaboration: Collaborate with other members of the wealth management team, including financial planners, estate planning specialists, Service & Operations support and tax advisors, to provide comprehensive financial solutions.

QUALIFICATIONS-

- Bachelor\'s degree in finance, economics, business, or a related field (Master\'s degree or CFA, CFP, CA is a plus).

- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

- Proven track record of sales success and exceeding targets. Knowledge of industry regulations and compliance standards. Strong analytical and problem-solving skills

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