Private Banking - Wealth Relationship Manager

Roles and Responsibilities :

• Manage high net worth individual (HNI) clients' relationships, providing personalized financial solutions and investment advice.
• Identify new business opportunities through networking, referrals, and market research to expand the client base.
• Develop and maintain strong relationships with existing clients by understanding their needs and preferences.
• Collaborate with internal teams to ensure seamless delivery of services such as PMS, mutual fund sales, etc.

Job Requirements :

• 5-20 years of experience in private banking or related field.
• Strong knowledge of HNIs, PMS, mutual funds, investment products, and wealth management strategies.
• Excellent communication skills for building strong relationships with clients.