Regional Head - Private Banking
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
Dear Candidate ,
We are Hiring for Regional Heads - Private Banking
Location - Jaipur.
Candidate from Wealth Management handled HNI Clients with Team leading Exposure are preferred
CTC - Best in Industry
JD as Following:
Working closely with Relationship Managers (RMs) across west zone to construct and review portfolios under advisory mandate
- Supporting RMs in activating clients under advisory services.
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Extensively covering Jaipur-Rajasthan under the hub-and-spoke model Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client.
- The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, NonConvertible Debentures, Real Estate and RE Funds, etc.
- Actively working towards setting up Family Office services for top notch clients of the bank
- Working on plans covering need of family office, market practices and advantages to the firm and clients
- Advising on pricing structure and comparison with competition in India in this space.
- Highlighting the relevance and importance of robust portfolio review and reporting structure.
- Working on timelines, processes and services to help develop and strong Family Office proposition
- Advising clients on Trust services and estate planning.
- Understanding requirements of clients and large family and advising accordingly on setting up trusts and managing businesses and investments through trusts.
Kindly share refrences if you are not looking for Change.
Enclosed please find a small Google Form - brief details of your present / past experience.
This would be useful for our team to share opportunities with you of your interest and fitment. The form would help your CV details being updated
https://forms.gle/MTpVutNGFHBxDP5C9
It will take only a few minutes - would help us to HELP YOU better.
See less description
We are Hiring for Regional Heads - Private Banking
Location - Jaipur.
Candidate from Wealth Management handled HNI Clients with Team leading Exposure are preferred
CTC - Best in Industry
JD as Following:
Working closely with Relationship Managers (RMs) across west zone to construct and review portfolios under advisory mandate
- Supporting RMs in activating clients under advisory services.
- Maintaining client portfolios, conducting periodic reviews and recommending new product ideas.
- Extensively covering Jaipur-Rajasthan under the hub-and-spoke model Understanding and profiling client's risk appetite, accordingly advise on investment opportunities.
- Updating portfolio and balancing it whenever required based on market dynamics.
- Creating investment proposals basis house view and recommending to the client.
- The proposals are documented and strictly adhered to the bank's compliance.
- Internally, liaising with the product, research and Investment Strategy team and fund managers on developments.
- Understanding of wide product categories such as Mutual Funds, Structures, PMS, Bonds, Private Equity, NonConvertible Debentures, Real Estate and RE Funds, etc.
- Actively working towards setting up Family Office services for top notch clients of the bank
- Working on plans covering need of family office, market practices and advantages to the firm and clients
- Advising on pricing structure and comparison with competition in India in this space.
- Highlighting the relevance and importance of robust portfolio review and reporting structure.
- Working on timelines, processes and services to help develop and strong Family Office proposition
- Advising clients on Trust services and estate planning.
- Understanding requirements of clients and large family and advising accordingly on setting up trusts and managing businesses and investments through trusts.
Kindly share refrences if you are not looking for Change.
Enclosed please find a small Google Form - brief details of your present / past experience.
This would be useful for our team to share opportunities with you of your interest and fitment. The form would help your CV details being updated
https://forms.gle/MTpVutNGFHBxDP5C9
It will take only a few minutes - would help us to HELP YOU better.
See less description
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