Wealth Management – Junior Private Banker

Job description / Role

Role: Wealth Management - Junior Private Banker
Experience: 5 + years
Qualification: Degree
To develop and manage a portfolio of high net-worth clients across the Global South Asian Community (GSAC). The Junior Banker will assist and work closely with a Senior Banker to provide a comprehensive range of investment advice and bespoke solutions across all asset classes, wealth structuring and banking services.
To assist the Senior Relationship Banker service, develop and identify relationships primarily in the Global South Asian segments mainly but not limited to UAE, India/South Asia, U.K. and East Africa.
New Business Origination
Client Relationship Management
Financial Solutions
Governance and Control
Team Support

Requirements

Candidates needs to have strong relationship skills with experience of managing and handling the sophisticated needs of wealthy individuals and families.
Experience of building a client base using internal and external networks.
Will demonstrate the delivery of high quality bespoke advice, maximizing value for our clients and negotiate the best commercial outcome.
Will have control and monitoring of risk within client book.
Experience of the Financial Services industry, particularly in the areas of Retail regulated products and services to mass market and high net worth customers and asset management.
Should be able to demonstrate full, up to date understanding of the general financial markets dynamics and current financial concepts.

About the Company

At PeopleWise Consulting, we specialize in Executive Search, Human Capital Management consulting and HR Outsourcing. Our approach to any assignment is grounded in our belief that personal connect, domain expertise and personal integrity are the cornerstones of a successful, sustainable engagement with any client, corporate or individual. What sets us apart from others is the "Strategic Advisory Skills" that our consultants bring in.

We have joined hands with leading industry specialists in areas of branding, strategy, training and HR outsourcing. These links serve as an aggregator that enables us to deliver a broader array of relevant business solutions with quality.