Associate Director - Private Wealth - Bank

As a Senior Private Banker with 10+ years of relevant experience, you will be responsible for managing a team and self AUM, Client base, and leading a 5 member team. Your target fixed pay will range from 75 Lakhs to 100 Lakhs, along with a performance bonus based on factors such as current AUM, client relationships, and business plan objectives. Key Responsibilities: - Minimum 5+ years of experience in Wealth Management Sales role with a Bank or NBFC Wealth Management company. - Demonstrated track record of consistent revenue performance and client acquisition in the HNI and UHNI client segments with over 5 Crore net worth. - Acquire new clients for the firm and generate revenue. - Build and maintain strong relationships with high-net-worth clients, understanding their financial objectives, risk tolerance, and preferences. - Conduct comprehensive financial needs analysis to identify clients' goals and risks. - Develop personalized investment strategies and portfolios based on clients' financial situations and goals. - Advise clients on wealth preservation strategies, including tax planning, estate planning, and risk management. - Stay updated on financial markets, economic trends, and investment products to provide informed advice to clients. - Maintain deep product knowledge across various financial products and services. - Ensure compliance with industry regulations and internal policies in all client interactions and transactions. - Monitor client portfolio performance, make adjustments as needed, and provide regular updates to clients. - Identify and pursue new high-net-worth clients through networking and sales strategies. - Collaborate with other wealth management team members to provide holistic financial solutions, including financial planners, estate planning specialists, and tax advisors. Qualifications Required: - Bachelor's degree in Finance, Business, or related field. - Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred. - Strong communication and interpersonal skills. - Ability to work effectively in a team environment. Please note: The job location is in Delhi, Mumbai, Bangalore, Chennai, or Hyderabad. As a Senior Private Banker with 10+ years of relevant experience, you will be responsible for managing a team and self AUM, Client base, and leading a 5 member team. Your target fixed pay will range from 75 Lakhs to 100 Lakhs, along with a performance bonus based on factors such as current AUM, client relationships, and business plan objectives. Key Responsibilities: - Minimum 5+ years of experience in Wealth Management Sales role with a Bank or NBFC Wealth Management company. - Demonstrated track record of consistent revenue performance and client acquisition in the HNI and UHNI client segments with over 5 Crore net worth. - Acquire new clients for the firm and generate revenue. - Build and maintain strong relationships with high-net-worth clients, understanding their financial objectives, risk tolerance, and preferences. - Conduct comprehensive financial needs analysis to identify clients' goals and risks. - Develop personalized investment strategies and portfolios based on clients' financial situations and goals. - Advise clients on wealth preservation strategies, including tax planning, estate planning, and risk management. - Stay updated on financial markets, economic trends, and investment products to provide informed advice to clients. - Maintain deep product knowledge across various financial products and services. - Ensure compliance with industry regulations and internal policies in all client interactions and transactions. - Monitor client portfolio performance, make adjustments as needed, and provide regular updates to clients. - Identify and pursue new high-net-worth clients through networking and sales strategies. - Collaborate with other wealth management team members to provide holistic financial solutions, including financial planners, estate planning specialists, and tax advisors. Qualifications Required: - Bachelor's degree in Finance, Business, or related field. - Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred. - Strong communication and interpersonal skills. - Ability to work effectively in a team environment. Please note: The job location is in Delhi, Mumbai, Bangalore, Chennai, or Hyderabad.