Develop a relationship of trust with the HNI’s and maintain high standards of confidentiality
- Offer quality advice with a conservative approach to help the clients preserve and grow their wealth on the basis of the recommendations of private banking advisory group
- Portfolio management of the acquired & existing HNI’s
- Understand the needs and priorities of the HNI’s.
- Develop a financial plan commensurate with the requirements.
- Help the HNI’s implement the plan.
- Track the HNIs investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
- Single point contact and personalized service to ensure timely and accurate execution
Salary:Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services, Banking, Investments, Insurance.
CALL RAHUL..8050751319. or rahul@jobone4u.com
