Senior Private Banker - Wealth Management

About Jericho Ventures: Jericho Ventures is a boutique financial services firm headquartered in Mumbai. We specialise in delivering institutional-grade, bespoke financial solutions to affluent individuals and HNIs. Jericho currently manages over 500 Crores of AUM across 130 Families.

Job Responsibilities :

• Build and maintain strong relationships with existing high net-worth clients, understanding their financial needs, goals, and help in increasing Net AUM inflow from them.
• Analyze clients' financial profiles and develop comprehensive investment plans tailored to their specific circumstances and objectives.
• Collaborate with external teams, such as asset management companies, Investment platforms, and fund managers, to learn about various products & deliver holistic solutions to clients.
• Monitor and review clients' portfolios regularly and ensure the risk management of portfolio is controlled while finding new investment opportunities for the portfolio.
• Actively identify opportunities to deepen client relationships and generate new business through referrals and cross-selling of additional products and services.
• Stay up to date with market trends, economic conditions, and regulatory changes affecting the financial industry.

Job Requirements :

• Advanced degrees such as Masters in Finance Degrees, MBA, CA, or CFA designation are highly desirable.
• Proven track record of success in private banking or wealth management, with a minimum of 8-10 years of relevant experience.
• Strong knowledge of investment products, financial markets, and wealth management strategies.
• Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Strong analytical and problem-solving abilities, with attention to detail and accuracy.
• Ability to work independently and as part of a team in a fast-paced and dynamic environment.
• Sound judgment and ethical conduct, with a commitment to compliance and regulatory requirements.
• Proficient technological skills (Excel, Presentations etc) and familiarity with financial software and tools.