Private Banking – HNI Relationship – Financial services
Excellent opportunity to be a part of a growing organizationExcellent career growth with market leading remunerationAbout Our Client Our client is one of the well-established financial services firm backed by a reputed conglomerate. Their team consists of highly trained financial strategists present across the country. They provide designed solutions by understanding every need of the client and there by maintaining a long term relationship. Job Description As a Private Banker, you are expected to provide specialized financial solutions to wealthy individuals and families. Thus, you will have to offer them a full suite of customized financial services, such as discretionary portfolio management, estate and trust planning, investment advice and wealth structuring. You will have to increase assets under management through client development, prospecting, and consultative selling. Along with this also provide professional customer service to achieve a high percentage of customer satisfaction and retention. In order to ensure smooth process, you will adhere and comply with the necessary policies and...