Investment Specialist/ Advisor- Private Banking

Our Client, a Leading Private Bank is looking out for Investment Specialist to be based at Mumbai.

Role Description

The responsibilities include developing and managing personalized investment strategies, conducting in-depth financial analysis, and offering expert investment advice. The role requires maintaining strong relationships with clients to understand their financial goals and effectively manage their investment portfolios of HNI/ Ultra HNI customers of the Bank. The Investment Specialist will collaborate with Relationship Management teams to ensure effective portfolio management and generate tailored solutions to drive optimal returns for clients.

The individual would build a focus towards investment cross sell among Relationship Management teams and help building on Investment penetration of HNI clients

Moving towards an advisory model on wealth products for HNIs by offering st...