Private Bank, RM, AVP, GSAA, AVP

Job Title: Private Bank, RM, AVP, GSAA

Location: New Delhi, India

Corporate Title: AVP

Role Description

Wealth Management is responsible for the sales, advisory and management of the wealth management client portfolio. Work includes:

• Providing financial advice and implementing financial planning recommendations for high net-worth clients
• Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment
• Buying and selling stock on behalf of the client
• Managing investments Building client relationships and actively engaging in client acquisition Addressing client needs through effective application of bank products
• Referring clients to other areas of the bank to expand their banking relationship Assuring service quality and client satisfaction
• Complying with all bank policies and procedures
• Maintaining current knowledge of all banking products

What we’ll offer you

As part of our flexible scheme, here are just some of the benefits that you’ll enjoy

• Best in class leave policy
• Gender neutral parental leaves
• 100% reimbursement under childcare assistance benefit (gender neutral)
• Sponsorship for Industry relevant certifications and education
• Employee Assistance Program for you and your family members
• Comprehensive Hospitalization Insurance for you and your dependents
• Accident and Term life Insurance
• Complementary Health screening for 35 yrs. and above

Your key responsibilities

• The client base comprises many significant relationships including Forbes Rich List clients. The client base has largely been a long standing one and are closely engaged with the RMs.
• Delhi is a large location and accounts for over 26% of the All India revenue

Your skills and experience

• Candidate should have excellent communication in English and well groomed.
• Minimum qualification required is Graduation.
• Minimum Exp should be  6 – 10 Years in relevant field.

How we’ll support you

• Training and development to help you excel in your career
• Coaching and support from experts in your team
• A culture of continuous learning to aid progression
• A range of flexible benefits that you can tailor to suit your needs

About us and our teams

Please visit our company website for further information:

https://www.db.com/company/company.html

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.