Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' relationships, providing personalized wealth management solutions.
- Identify recent business opportunities through networking, referrals, and market research to expand the client base.
- Develop and implement investment strategies tailored to each client's financial goals and risk tolerance.
- Monitor portfolio performance, making adjustments as needed to optimize returns while minimizing risk.
Job Requirements :
- 10-30 years of experience in private banking or related field.
- Strong understanding of HNIs' needs and preferences for priority banking services.
- Proven track record in acquiring new HNI clients through effective relationship-building skills.
- In-depth knowledge of investment advisory products and services.
📌 Private Banker (Chennai)
🏢 Emkay
📍 Chennai