Private Wealth Banker (FAIS)
Core
Build and maintain professional business relationships with Private Wealth clients to achieve financial targets, acquire new clients, and improve customer experience within regulatory frameworks.
Role type
Private Wealth Banker (FAIS)
Builds
Client portfolios, new business relationships, and financial products
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, query resolution
Responsibilities
Manage and grow existing client relationships, proactively acquire new clients, achieve financial targets, handle credit-related tasks, manage assets under management and investments, resolve client queries, manage risks
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