Head - Private Banking - Banking/Financial Services
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Job Description
Role Overview:
To lead and drive the Private Banking business for the assigned market by acquiring and managing High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs), deepening existing client relationships, and achieving business growth through wealth management and investment solutions.
Key Responsibilities:
- Lead the Private Banking business for the assigned market, ensuring achievement of revenue, AUM, client acquisition, and profitability targets.
- Acquire and develop relationships with HNI and UHNI clients, affluent families, entrepreneurs, business owners, and other high-value customers.
- Drive growth in Assets Under Management (AUM), investment products, third-party products, and overall wallet share.
- Manage and develop a team of Private Bankers, Relationship Managers, and wealth management professionals.
- Ensure effective client engagement, portfolio reviews, cross-selling, and up-selling of wealth management solutions.
- Build strong relationships with clients and provide tailored investment solutions aligned with their financial goals and risk profiles.
- Collaborate with internal stakeholders across retail banking, wealth management, investment advisory, lending, and other business verticals to generate business opportunities.
- Develop market-specific business strategies to strengthen the bank's presence and increase market share.
- Monitor team performance, business pipelines, revenue generation, client acquisition, and productivity metrics.
- Ensure adherence to regulatory guidelines, KYC/AML requirements, internal policies, and compliance standards.
Skills
Private BankingWealth ManagementBankingBFSI SalesClient AcquisitionAcquisitionAdvisoryLendingInvestment ProductsPrivate BankingRetail BankingWealthWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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