592 High Net Worth Clients jobs in India
Manager, Private Banking
Posted today
Job Viewed
Job Description
- Key responsibility is to perform client acceptance reviews which is inclusive of, but not limited to; name screening, CDD and KYC checks, risk profile assessment of prospects, trigger review management etc. for PvB Onboarding
- Review accounts against all set internal standards for Client Due Diligence
- Check on the quality of the Static Information and Source of Wealth if it meets all set standards for Account Opening, Maintenance and Trigger review.
- Review the other Due Diligence requirements such as adverse media findings, Sanctions link, Tax red flags etc.
- Determine and advice the frontline if other searches are needed to supplement those already done for Account Opening.
- Advise on PvB CDD policy and procedures and applicable local laws and regulations
- Advise on and escalate higher risk relationships and reputation risks arising from CDD to Compliance or Local Client Committee (LCC)
- Consultation with functional experts (i.e. Legal, Compliance, Financial Crime compliance) as needed
- Contribute to the implementation and controls for daily processes and assist with the update of procedures
- Leverage on expertise and train the frontline in order to produce high quality SOW and complete Account Opening Pack to avoid reworks and to aid in faster turnaround time.
- Comply to agreed Turn Around Times for assigned activities as detailed in the Document Operating Instructions and the Service Level Agreements
- Promote the spirit of continuous improvement by flagging any procedural issues that impact delivery of responsibilities with suggestions improvements and work around.
- Provide a final recommendation to proceed/not proceed on accounts submitted for Account Opening or Account Maintenance.
Business
- Bangalore
Processes
- KYC/CDD Account Opening, Maintenance and Trigger Review
People & Talent
- Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners
Risk Management
- Execution responsibility for identifying, assessing, monitoring, controlling and mitigating financial crime risk, sanctions risk and reputational risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group's Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead to achieve the outcomes set out in the Bank's Conduct Principles
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key Stakeholders
- PvB Market and Business Heads
- PvB Relationship Managers, Team Leaders and Client Services Managers
- PvB Heads of Compliance and Compliance teams
- Financial Crime Compliance network
- Country On-boarding Team.
- CoE Team Leaders
Other Responsibilities
- Here for good and Group's brand and values in India, GBS, CoE),
- Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
Qualification
- Adequate knowledge and understanding of regulatory requirements relating to CDD/AML and internal procedures
- Minimum 5+ years relevant experience in AML/KYC and/or client onboarding, from banking and/or financial services sector with a focus on private banking clients, including corporate
- Compliance knowledge applicable to the Financial Services industry, including relevant professional certification on AML/CFT
- Excellent verbal, presentation and written communication skills
- Ability to think globally / see the overall picture and multi-task
- High level of integrity and professionalism
- High attention to detail
Role Specific Technical Competencies
- Risk assessment
- CDD
- AML/KYC
- MS Office
Skills Required
Cybersecurity, Reactjs, Devops, Ms Ofice, Kyc
Private banking RM
Posted today
Job Viewed
Job Description
We are looking for a skilled Senior Relationship Manager (RM) to acquire, manage, and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 500 -700 crores .
Key Responsibilities :- Build and maintain long-term relationships with UHNIs.
- Advise clients on PMS, Mutual Funds, and AIFs .
- Manage a significant book of business and grow client portfolios.
- Report to the Business Head and collaborate with internal specialists.
- 10-14 years of experience in wealth management, with a proven track record of managing UHNIs.
- Strong AUM experience (500-700 crores).
- Experience in wealth management, focusing on Ultra high-value clients, preferred.
Private Banking Advisor
Posted today
Job Viewed
Job Description
Description
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Your key responsibilities
Acquisition
Relationship Building / Deepening / Cross Sell
Retention
Risk Management & Governance
Your skills and experience
How we’ll support you
Private banking RM
Posted today
Job Viewed
Job Description
We are looking for a skilled Senior Relationship Manager (RM) to acquire, manage, and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores). This is an individual contributor role with the opportunity to manage an AUM of 500 -700 crores .
Key Responsibilities :- Build and maintain long-term relationships with UHNIs.
- Advise clients on PMS, Mutual Funds, and AIFs .
- Manage a significant book of business and grow client portfolios.
- Report to the Business Head and collaborate with internal specialists.
- 10-14 years of experience in wealth management, with a proven track record of managing UHNIs.
- Strong AUM experience (500-700 crores).
- Experience in wealth management, focusing on Ultra high-value clients, preferred.
Private - Banking Jobs
Posted today
Job Viewed
Job Description
Qualification : Any Degree
Role : Assistant Manager, BDM, BDE, Cashier, Service Delivery Manager, RO/RM
Salary : 15,500 to 45,500 per month
Required : Fresher or Experienced
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹15,500.00 - ₹45,500.00 per month
**Benefits**:
- Health insurance
- Paid sick time
- Provident Fund
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
- Yearly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91
Senior Manager- Private Banking
Posted 4 days ago
Job Viewed
Job Description
About the job
Designation - Senior Manager Private Banking
Experience - 5+ years
Location - Mumbai
Job Role
- Generate Sales through banking and private wealth channel
- Contact and follow up with new and prospective clients and set up new business opportunities
- Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs
- Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share
- Stay up to date on industry trends and identify new market opportunities
- Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products
- Ensure and adhere to compliance and regulatory guidelines for the region
Educational qualifications & Experience
- Graduation/Post-Graduation/AMFI certification
- 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
- NISM Certification
Private Banking Relationship Manager
Posted 4 days ago
Job Viewed
Job Description
Leading Financial Company Hiring Private Banking Relationship Manager
Interested Connect with MAHEK on and drop CV at
Grades : AVP/VP/ VP1/VP2
CTC offered : 20 L to 50 L pa
Incentives : 10% of business generated
Need to bring your client base along
Ticket-size : 1 CR to 25 Cr Min required
Individual Role
Good Stable candidates from Banks MNCs Broking Firms NBFC
Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.
Job Role -
- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Job Requirements
- Strong client UHNI network and relationships
- Exceptional communication skills
- Ability to think Big
- High on integrity
- Passionate, Ambitious & perseverant, Entrepreneurial mindset
- Relationship management skills, Collaborative approach and a team player
Exp – 4+ years of experience into Private wealth management.
Education – Graduate with MBA from Premier B schools
Interested please share resume on and can connect with
MAHEK
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Private Banking Relationship Manager
Posted today
Job Viewed
Job Description
Leading Financial Company Hiring Private Banking Relationship Manager
Interested Connect with MAHEK on and drop CV at
Grades : AVP/VP/ VP1/VP2
CTC offered : 20 L to 50 L pa
Incentives : 10% of business generated
Need to bring your client base along
Ticket-size : 1 CR to 25 Cr Min required
Individual Role
Good Stable candidates from Banks MNCs Broking Firms NBFC
Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.
Job Role -
- Providing financial solutions for high net worth clients.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
- Sharing model portfolios with clients
- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management.
- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Job Requirements
- Strong client UHNI network and relationships
- Exceptional communication skills
- Ability to think Big
- High on integrity
- Passionate, Ambitious & perseverant, Entrepreneurial mindset
- Relationship management skills, Collaborative approach and a team player
Exp – 4+ years of experience into Private wealth management.
Education – Graduate with MBA from Premier B schools
Interested please share resume on and can connect with
MAHEK
Senior Manager- Private Banking
Posted today
Job Viewed
Job Description
About the job
Designation - Senior Manager Private Banking
Experience - 5+ years
Location - Mumbai
Job Role
- Generate Sales through banking and private wealth channel
- Contact and follow up with new and prospective clients and set up new business opportunities
- Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs
- Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share
- Stay up to date on industry trends and identify new market opportunities
- Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products
- Ensure and adhere to compliance and regulatory guidelines for the region
Educational qualifications & Experience
- Graduation/Post-Graduation/AMFI certification
- 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
- NISM Certification
Private Banking Relationship Manager
Posted 1 day ago
Job Viewed
Job Description
Interested Connect with MAHEK on and drop CV at
Grades : AVP/VP/ VP1/VP2
CTC offered : 20 L to 50 L pa
Incentives : 10% of business generated
Need to bring your client base along
Ticket-size : 1 CR to 25 Cr Min required
Individual Role
Good Stable candidates from Banks MNCs Broking Firms NBFC
Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.
Job Role -
Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
Sharing model portfolios with clients
Responsible for targeting towards the AUM growth & revenue generation from the relationships with Wealth Management.
Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Job Requirements
Strong client UHNI network and relationships
Exceptional communication skills
Ability to think Big
High on integrity
Passionate, Ambitious & perseverant, Entrepreneurial mindset
Relationship management skills, Collaborative approach and a team player
Exp – 4+ years of experience into Private wealth management.
Education – Graduate with MBA from Premier B schools
Interested please share resume on and can connect with
MAHEK