Sr. Private Banker

Use financial acumen and expertise to understand the client’s risk appetite, short term, and long-term goals. • Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes – domestic and offshore. • Monitoring/benchmarking and reviewing client portfolios. • Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the full platform. • Focus on building relationships by understanding various investment and family office related needs and offer solutions through in-house & external domain partners. • Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired. • Build an individual balance sheet.