Private Banker

,tt , MWH Holdings is an 11 years old firm bearing both domestic and global presence. MWH Holdings is
*¿ , •-
responsible for sourcing, developing, managing and marketing alternative investment
••?z
products/investments, such as Hedge Funds, Funds of Hedge Funds, Managed Futures, Private
uONEv wonx Equity, Real Estate Funds, Exchange Funds, Alternative Investment Funds, Venture Capital and
HERE
Wealth Products. We welcome candidates who have relevant experience and the zeal to research,
plan, build synergies, implement and execute projects also level up their skills and abilities

Profile Summary Pooja.mwh@gmaiI.com

1. MWH Holdings, an innovative company, is looking for a

qualified private banker for managing money and overseeing
the financial activities of high net worth clients,
developing relationship with clients and providing banking
service

2. MWH Holdings has a full-fledged, highly ranked

research division engaged in macroeconomic studies, and
industry and company specific equity research.

3. The ideal candidate will be a great fit for our energetic

and creative team.

Requirements
1. Good communication & presentation skills.

2. Good existing client relationships in the market.

3. Should be self-driven, proactive & target oriented.

4. Strong analytical and decision-making skills

5. Strong understanding of banking and lending products.

6. Sound knowledge of local markets.

7. Should possess strong networking & relationship building

skills.

Qualifications
1. CA/CFA/MBA (Pursuing/Completed)

2. Experience of 0-3 years would be preferred

 Roles & Responsibilities
1. Responsible for new client acquisition, building new
relationships and increasing depth in existing relationships
with Ultra High Net worth clients

2. Accountable for developing and implementing an

integrated customer marketing plan, which addresses
wealth creation, preservation and enhancement.

3. Achieve client satisfaction through an in-depth analysis of

the client s profile, so as to identify opportunities and
match these opportunities to products/ solutions provided
by the organization.

4. Primarily responsible for selling all kinds of Equity

based investment products

5. Achieving targets as assigned by the organization on a

monthly basis.

6. Understanding client-s risk profile and maximizing the

”risk vs. reward” balance for individual clients, by
optimising product mix.

7. Complying with KYC/SEBI rules, regulations, and

legislation governing the financial services industry.

Selection Process
1. Shortlisting of CVs
2. Online entrance test
(Fee: INR 499/- post discount code)
3. Two rounds of telephonic/online interview
4. Onboarding of successful candidates

1. Certificate
2.Letter of Recommendation
3.Stipend: Performance-based

MWHhoIding.com in association with Tucana Training & Co 'g’UfANA