Assistant Officer, Personal Banker, Consumer Banking Group

Responsibilities

• Manage and grow a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
• Provide customized wealth management and investment advisory services tailored to client financial goals.
• Collaborate with product specialists to deliver comprehensive financial solutions, including estate planning, trust, and credit structuring.
• Ensure strict adherence to regulatory standards, compliance guidelines, and internal risk management policies.
• Build and sustain long-term client relationships based on trust, integrity, and service excellence.

Requirements

• Bachelor s degree or equivalent professional qualification in Finance, Business, or a related discipline.
• Proven track record of success in private banking, wealth management, or financial advisory.
• Deep understanding of global financial markets, investment products, and asset allocation strategies.
• Strong interpersonal and relationship-building skills with the ability to engage effectively with diverse stakeholders.
• Relevant regulatory certifications required for financial advisory and wealth management.

Job Details

• Location: Kolkata
• Job: Relationship Management
• Schedule: Regular
• Employee Status: Full time

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.