Vice President/Senior Vice President - Private Banking - Asset Management

We are seeking Senior Private Banker for one of the established Asset Management Company (AMC) which focuses on managing high-net-worth client portfolios, providing investment advice, and building strong client relationships, while also adhering to compliance and regulatory.

Responsibilities:

Client Relationship Management:

- Build and maintain strong relationships with high-net-worth (HNI) and ultra-high-net-worth (UHNW) clients.

- Understand client financial goals, risk tolerance, and investment objectives.

- Provide personalized financial planning and investment advice.

Investment Management:

- Develop and implement investment strategies tailored to client needs.

- Monitor market conditions and make timely investment adjustments.

Compliance and Risk Management:

- Ensure compliance with all relevant regulations and internal policies.

- Identify and manage investment risks.

Business Development:

- Identify and acquire new clients.

- Cross-sell other financial products and services to existing clients.

- Achieve sales and revenue targets.

Skills and Qualifications:

Education: The candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

Experience: Proven 8+ years of experience in private banking, wealth management, or asset management.

Skills:

- Should have excellent analytical, problem solving and interpersonal skills.

- Excellent communication and interpersonal skills.

- Knowledge of investment products and financial markets.

- Ability to build and maintain strong client relationships.

- Should be passionate about Wealth Management and impacting clients.

- Should have the DNA for client centricity and quality.

- Skills and be a good team leader & team player.

Location: Bangalore