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private banker-wealth management in Bangalore

posted:
location
bangalore, karnataka
function
Investment Banking
position type
permanent
reference number
926003
contact
randstad india
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job description

Identify Clients

As a Private Banker you shall be responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.

Advise and Consult with Clients

As Private Banker you will work with clients to meet their financial needs and goals, proactively advise and consult with the clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments.

Monitor Clients Accounts

As a Private Banker you shall be required to closely monitor the performance of client accounts, to ensure that the accounts are behaving positively and meeting client needs. You will need to be aware of both the clients goals, income and spending to manage the portfolio.

Research Investment Options

In order to provide the best possible service you need to be well informed of market conditions and do plenty of research to determine good opportunities to meet private banking revenue goals. You shall be required to be current with market updates and financial news. Must also maintain knowledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.

Benefits
?Variables, PF, Gratuity

Client Introduction
Well known Wealth management company

skills

Wealth Manager, Investment Counsellor, Private Banker, Private Banking, wealth management

qualification

Relevant Private Banking experience of 10- 18 years.
Ability to manage the money and oversee the financial activities of high net-worth clients, work to develop relationships with clients, then provide banking services such as personal cash management, secured and unsecured credit, investment management and interest services.
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