We are seeking a highly accomplished, client-focused individual to join our Private Wealth team as a Private Banker or Senior Private Banker. The ideal candidate will be a true entrepreneur within the firm, responsible for managing and significantly growing a portfolio of HNI/UHNW client relationships, delivering customized, 360-degree wealth solutions.
Key Responsibilities (KRA)
1. Client Relationship Management & Wealth Planning
- Holistic Needs Analysis: Conduct in-depth analysis of HNI/UHNW client portfolios, understanding their financial goals, risk appetite, and entire family/corporate structure.
- Relationship Deepening: Cultivate and maintain long-term, trust-based relationships with existing clients to maximize client retention and overall wallet share.
- Customized Strategy: Develop and execute tailored financial and investment strategies, aligning client objectives with comprehensive product suite.
- Service Excellence: Ensure a best-in-class, seamless client experience, acting as the primary point of contact for all financial needs and queries.
2. Business Development & Revenue Growth
- Acquisition: Proactively identify, prospect, and onboard new HNI/UHNW clients to expand the book of business and contribute significantly to AUM (Assets Under Management) growth.
- Cross-Selling: Effectively cross-sell a wide range of products across various asset classes, including Mutual Funds, Fixed Income, Structured Products, Real Estate, Portfolio Management Services (PMS), and Lending Solutions.
- Target Achievement: Meet and exceed assigned targets for revenue generation, new client acquisition, and AUM growth in line with organizational goals.
3. Investment & Product Expertise
- Market Acumen: Stay abreast of global and domestic financial market trends, economic indicators, and regulatory changes to provide informed, timely advice.
- Internal Collaboration: Work closely with the Research, Investment, and Product Specialist teams to ensure optimal product selection and execution of investment strategies.
- Compliance: Adhere strictly to all internal compliance policies, regulatory guidelines, and KYC/AML procedures.
