Assistant Officer, Personal Banker, Consumer Banking Group
Core
Manage and grow a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients by providing customized wealth management and investment advisory services.
Role type
Senior IC private banker (wealth management)
Builds
Comprehensive financial solutions including estate planning, trust, and credit structuring for HNW/UHNW clients
Domain
Consumer banking / Wealth management
Deliverable
client delivery
Required skills
Portfolio management, wealth management, investment advisory, estate planning, trust structuring, credit structuring, regulatory compliance, relationship building
Preferred skills
Deep understanding of global financial markets, asset allocation strategies
Technologies
Investment products, asset allocation strategies
Responsibilities
Manage and grow a portfolio of HNW and UHNW clients; Provide customized wealth management and investment advisory services; Collaborate with product specialists to deliver comprehensive financial solutions; Ensure strict adherence to regulatory standards and compliance guidelines; Build and sustain long-term client relationships
Seniority
Senior, hands-on IC