FULLTIME
Wealth Manager - Private Banking - Banking/Financial Services
TGP GROWTH PARTNERS LLP
Not specified · onsite · Posted 3d ago
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Section · 01
About this role
Role Overview:
We are looking for an experienced Elite Sales - Wealth Management professional to manage and grow relationships with HNI/UHNI clients, drive wealth creation and deliver customized investment solutions.
Key Responsibilities:
- Develop and manage relationships with HNI/Private Banking clients.
- Understand client profiles and create integrated plans for wealth creation, preservation and enhancement.
- Manage and grow client assets across Mutual Funds, PMS/AIF, Structured Products, Alternate Assets, Direct Equity, Unlisted Opportunities, and Consumer & Business Asset/Loan Products.
- Work closely with product and research teams to provide customized investment solutions.
- Conduct periodic portfolio reviews and proactively advise clients on investment opportunities and associated risks.
- Identify and acquire new HNI clients and build long-term relationships.
- Drive revenue and business targets.
- Ensure compliance with KYC, SEBI and applicable regulatory guidelines.
Candidate Profile:
- 6 - 8 years of relevant experience in Wealth Management - Private Banking.
- Post Graduate from a premier institute.
- Strong HNI client handling and relationship management experience.
- Excellent networking and business development skills.
- Self-starter with a target-oriented and revenue-focused approach.
- Strong customer-service orientation and ability to consistently deliver results.
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Section · 02