Private Banker
7 days ago
Scope
Investment management, Client Engagement, Product Management
Qualifications
MBA/ CA/ CFA/ CFWA
Experience
10+ yrs of total experience with a minimum of 5yrs handling UHNI Clients in Private Wealth units of Domestic Banks/ NBFCs/ EAM/ Wealth outfits.
Role
- Identify, develop, and manage client relationships; deliver a suite of services and products catered to the client’s requirements.
- Negotiate & structure transaction proposals that cater to the client requirements and meet their broader investment objectives.
- Act as the primary point of contact and overall relationship manager for those clients.
- Support the client wherever possible & be the first port of call for those clients. Deepen relationships with existing clients.
- Leverage the integrated Nuvama Platform and establish synergies to scope opportunities continuously for clients
- Team P&L handling experience for Team lead candidates
Client segment: UHNI clients with Financial Assets of USD 3 Mn & above
Functional Competencies
- Understanding of broader economy - global and local, knowledge of capital markets and various asset classes
- Experience in investment management/ investment advisory/ product management
Behavioral Competencies
· Ability to think BIG, High on Integrity, Passionate, Ambitious, Perseverant, Collaborative
· Relationship management skills, interpersonal skills, excellent communication & interpersonal skills
Tell employers what skills you have
Wealth Management
Excellent Communication Skills
Investment Advisory
Relationship Management Skills
Investment Strategies
Tolerance
Interpersonal Skills
Wealth
Private Banking
Transparency
Risk Management
Investment Management
Product Management
Capital Markets
Team Lead
Diplomacy
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