PRIVATE BANKERS
Core
Proactively manage and develop relationships with UHNW clients to build AUM and generate revenue through financial services like Funds, Equities, Bonds, Structured Products, and Insurance.
Role type
Private Banker / Relationship Manager
Builds
Client portfolios and investment solutions
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
Client acquisition, client retention, business development, portfolio management, risk assessment, financial product knowledge, market analysis
Preferred skills
Knowledge of financial products and market updates
Responsibilities
Manage and monitor client accounts, coordinate portfolio solutions based on risk tolerance and investment preference, understand changing investment needs and objectives