Roles and Responsibilities :

- Manage high net worth (HNI) clients' relationships, providing personalized wealth management solutions to achieve their financial goals.

- Develop and maintain a deep understanding of each client's unique needs, preferences, and risk tolerance to deliver tailored investment advice.

- Collaborate with internal teams to ensure seamless execution of client transactions, including trading, settlements, and reporting.

- Identify cross-sell opportunities for other bank products and services to enhance the overall value proposition for HNIs.

Job Requirements :

- 7-15 years of experience in private banking or wealth management industry.

- Strong knowledge of personal banking, relationship management, and wealth management principles.

- Proven track record in managing complex financial portfolios with significant assets under management (AUM).

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

📌 Affluent RM- Burgundy (Mumbai)
🏢 Naukri Assist
📍 Mumbai