Personal Wealth Banker
Core
Manage and cultivate relationships with affluent/high net worth clients to deliver tailored financial products and services.
Role type
Senior IC personal wealth banker (private banking)
Builds
Personalized financial and investment plans for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship management, financial product knowledge, investment planning, portfolio monitoring, sales target achievement, regulatory compliance
Preferred skills
English fluency, investment license (Single License), life insurance license
Technologies
N/A
Responsibilities
Analyze client financial needs and recommend diverse financial products (deposits, funds, insurance, loans, investments); Monitor and adjust client portfolios based on market conditions; Generate new business through referrals and networking; Meet sales and performance targets; Adhere to bank policies and regulations.
Seniority
Mid-Senior, hands-on IC