16 Aug
|
Placewell Careers
|
Gurugram
16 Aug
Placewell Careers
Gurugram
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' portfolios, providing investment advisory services and wealth management solutions.
- Develop and maintain strong relationships with existing HNIs to increase revenue through cross-selling of priority banking products.
- Identify new business opportunities by networking within the community and leveraging referrals from current contacts.
- Collaborate with internal teams to ensure seamless delivery of services to HNI clients.
Job Requirements :
- 10-12 years of experience in private banking, wealth management, or related fields such as PMS (Portfolio Management Services).
- Robust understanding of investment advisory, portfolio management, and priority banking concepts.
- Proven track record in managing HNI client relationships and generating revenue growth through upselling/cross-selling initiatives.
📌 Partner/Senior Partner - Private Wealth (Gurugram)
🏢 Placewell Careers
📍 Gurugram