VP- Private Banker

Role & responsibilities

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage. .
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank.

Preferred candidate profile

Essential Skills/Basic Qualifications:

Long investment counselling, investment advisory and/or investment management experience centred in India. Thorough knowledge of Indian and global markets and investment products and services. Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India. Thorough Knowledge of business opportunities in the region in Investments. All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required.

Desirable skills/Preferred Qualifications:

Senior role in strong PB&WM and/or Asset Management franchises in India. Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India. Great collaboration skills. Key Clients relationship management qualities. Platform building and change management skills.