Private Wealth Banker
Core
Build and maintain professional business relationships with Private Wealth clients, achieve financial targets, and proactively acquire new clients within regulatory frameworks.
Role type
Private Wealth Banker
Builds
Client portfolios, new business, credit solutions, and investment/asset management strategies
Domain
Banking, Private Wealth, Financial Services
Deliverable
client delivery
Required skills
client relationship management, new business origination, credit analysis, asset management, stakeholder management, risk management, financial target achievement
Responsibilities
Manage and grow existing client relationships, involve in credit related tasks, involve in Assets under Management and Investments, query resolution, risk management