Private Banker
ambience hr llp · Hyderabad · onsite · Posted 39d ago
About a minute. You'll make an account on the way through.
About this role
We are Hiring for Reputed Bank
Location - Bengaluru / Hyderabad / Chennai.
Skills - Wealth Management , Investment Products, Private Banker, AUM, Private Wealth.
Key Responsibilities
:- Develop and maintain relationships with high net worth clients in the South region
- Understand clients financial goals and provide customized banking and wealth management solutions
- Cross-sell various banking products and services, including investment products, insurance, and loan
- Act as a trusted advisor to clients, providing them with expert financial advice and guidance
- Collaborate with other teams within the bank, such as investment advisors and product specialists, to deliver comprehensive solutions to client
- Stay updated on market trends and changes in regulations to ensure compliance and provide the best possible service to client
- Meet and exceed sales targets and contribute to the overall growth of the First Private business
Qualification
- Bachelor's degree in Finance, Business Administration, or a related field
- Minimum of 5 years of experience in private banking or wealth management
- Proven track record of managing and growing a portfolio of high net worth clients
- In-depth knowledge of banking products and services, investment products, and insurance
- Excellent communication and interpersonal skills
- Strong sales and relationship management skills
- Ability to work independently and as part of a team
- Knowledge of local market and regulations is preferred
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