Job description
Private Banker in InCred Wealth plays a crucial role in building and maintaining relationships with high-net-worth clients, providing personalized financial advice, and contribute to the organization's growth.

Responsibilities:

Client Relationship Management:
• Build and maintain strong relationships with high-net-worth individuals.
• Understand clients' financial goals, risk tolerance, and investment preferences.
• Provide personalized financial advice and solutions.
• Proactively address client concerns and inquiries.
• Regularly interact with clients to maintain relationships and ensure satisfaction.

Investment Management:
• Develop and implement comprehensive investment strategies for clients.
• Monitor client portfolios and discuss adjustments as needed.
• Conduct investment research and analysis.
• Present investment options and recommendations to clients.

Business Development:
• Identify and cultivate potential new clients.
• Cross-sell additional wealth management products and services.
• Achieve and exceed sales objectives.

Compliance:
• Ensure adherence to all relevant regulations and compliance requirements.
• Maintain accurate and complete client records.

Reporting:
• Prepare regular reports on client activity and portfolio performance.
• Track and analyze key performance metrics.