Private Banking/Wealth Management Executive
1 week ago
Job Summary
We are seeking experienced and results-driven Wealth Managers to join our dynamic team. Ideal candidates will have a proven track record in deposit mobilization (Fixed Deposits), strong knowledge of investment products, and excellent client relationship management skills.
Key Responsibilities
- Source, identify, and onboard High-Net-Worth Individuals (HNI) and Institutional clients for investment opportunities.
- Mobilize significant fixed deposit placements and other investment funds in line with assigned targets.
- Provide professional investment advisory services and deliver tailor-made financial solutions to clients.
- Build and maintain strong client relationships through regular engagement, portfolio reviews, and performance updates.
- Collaborate with internal teams to ensure seamless execution of investment transactions.
- Monitor financial markets and industry trends to identify emerging opportunities for clients and the organization.
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or a related discipline.
- Minimum of 3–5 years' experience in a financial institution, preferably within an Investment Bank, Asset Management Firm, or Treasury function.
- Proven success in deposit mobilization and investment portfolio management.
- Strong communication, negotiation, and client relationship management skills.
- Solid understanding of financial markets, investment products, and regulatory frameworks.
Job Type: Full-time
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