Wealth Manager - Private Banking (5-12 Yrs)

Wealth Manager - Pvt Banking

Requirements:
- Excellent written and oral communication skills
- Strong Organizational Skills
- Strong Communication and Interpersonal Skills
- Experience in investment/financial services
- Team player and Collaboration skills
- Relationship Management Skills
Responsibilities:
- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services.
- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet.
- Acquire New Clients for the firm and also develop new territories.
- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients.
- Adhere to all company processes and policies, and carry the brand through developed functional and behavioural skills.
- Deliver Sales Targets.