Roles and Responsibilities :

- Manage a portfolio of high net worth individuals (HNIs) and ultra HNIs, providing personalized wealth management solutions.

- Identify new business opportunities through networking, referrals, and market research to expand the client base.

- Develop strong relationships with existing clients to increase cross-selling opportunities for priority banking products.

- Collaborate with internal teams to deliver tailored financial planning services, including investment advice, tax planning, and succession planning.

Job Requirements :

- 10+ years of experience in private banking or related fields such as HNI sales, relationship management, or wealth management.

- Proven track record in acquiring new clients and growing assets under management (AUM).

- Robust understanding of premier banking, preferred banking, elite programs, and other specialized offerings for high-end customers.

- Excellent communication skills with ability to build rapport with high-net-worth individuals.

📌 Senior Private Banker - Wealth Management (Ahmedabad)
🏢 Emkay
📍 Ahmedabad