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65 Wave HR & Advisory Jobs

Wealth Manager - Private Banker - HNI/UHNI - Bank (10-12 yrs)

10-12 years

Wealth Manager - Private Banker - HNI/UHNI - Bank (10-12 yrs)

Wave HR & Advisory

posted 3+ weeks ago

Job Role Insights

Job Description

Job Purpose:


This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income


Roles & responsibilities:


- Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank.

- Provide a seamless banking experience from a product and interpersonal point of view.

- Achieve organizational objectives of high customer satisfaction scores.

- Acquire customers through natural market, open market activities, references from internal sources via existing branch and digital networks.


Secondary Responsibilities:


- Ensure regulatory compliance.

- High relationship management orientation; ability to forge effective relationships

- Strong focus on service delivery.

- Execution-oriented, i.e. driven to achieve results.


Managerial & leadership responsibilities:


- Team development.

- Ensuring the team is adequately staffed.

- Target achievement of team members.



Functional Areas: Banking/Insurance

Read full job description

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