Partner (AVP Level)

We are seeking a highly experienced and accomplished Partner (AVP Level) to join a leading private bank. This pivotal role offers an excellent opportunity for a seasoned wealth banking professional to manage and expand relationships with High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients, driving significant business growth and revenue. The Partner (AVP Level) will be instrumental in delivering superior wealth advisory services and fostering long-term client relationships.

Key Responsibilities

• Manage and grow a substantial portfolio of HNI and Ultra HNI client relationships.
• Actively engage in wealth acquisition strategies to attract new high-net-worth individuals and families.
• Provide comprehensive investment product and advisory services tailored to client needs.
• Cultivate and maintain strong wealth relationships with corporate promoters, CFOs, and treasury departments.
• Drive consistent revenue growth and expand wallet share within the assigned client portfolio.
• Develop and implement strategies to meet and exceed business development targets.
• Ensure compliance with all regulatory guidelines and internal policies related to wealth management.

Requirements

• Minimum of 10 years of progressive experience in wealth banking or private banking.
• Proven track record of managing and expanding HNI and Ultra HNI client portfolios.
• Demonstrated expertise in wealth acquisition and strategic relationship management.
• In-depth knowledge of various investment products and advisory services.
• Strong understanding of corporate promoter, CFO, and treasury wealth relationships.
• Excellent communication, interpersonal, and negotiation skills.
• Ability to work autonomously and as part of a high-performing team.

What We Offer

• An excellent opportunity to join a leading private bank and contribute to its growth.
• Exposure to a prestigious client base and complex wealth management scenarios.
• A dynamic and challenging work environment with opportunities for professional advancement.
• Competitive compensation package aligned with industry standards and performance.
• The chance to make a significant impact on business growth and client satisfaction.