2. Key Attributes
Develop a liking and aptitude towards Private Banking Wealth
management by industry networking.
Admiration for the wealth management industry in Singapore and
Asia for the highest number of millionaires and successful investors.
Gain understanding of financial markets, investment products &
asset classes while trading equities part time under a sophisticated
investor.
Personal & professional network of High Net Worth and Ultra High
Net Worth investors.
Personal traits- Humble, soft spoken , presentable, client centric
, analytical , attention to detail , good verbal communication skills in
English & Indian languages- Hindi, Marathi & Kannada.
3. Relationship Management
Strong track record of developing and retaining clients
through relationships.
A consistent performer with an ability to articulate client
needs and advise solutions.
Grow client account revenues by 100% every quarter by
building effective relationships.
Develop relationship based interactions with client’s C
level and Line of Business stakeholders.
Achieve KPI’s each year acquiring and retaining client
accounts with superior relationship skills.
4. Marketing, Business Development & Sales
Target and result oriented with an ability to acquire 3 new
strategic clients each quarter.
Prospect and research industry and business trends thereby
developing a client acquisition strategy.
Good skills in verbal & precise communication , strike a
conversation, cold call and derive meaningful information from
client interactions.
An hunter attitude and at the same time good in managing
clients.
Achieve 30 % net profitability target each year.
Effective written skills and ability to execute marketing
campaigns , generate leads and acquire new clients.
5. Operations- Technology Systems & Processes
Develop transaction processing knowledge while trading US equities
i.e. Booking of trade, brokerage, trade settlement.
Working knowledge of Trading platforms, portfolio tracking &
monitoring systems i.e. Bloomberg & Yahoo finance.
Knowledge of Front office systems in Private banking i.e.
CRM, Portfolio & Investment management systems and Databases.
Hands on working knowledge of CRM – Sales Management &
Marketing campaign management module.
Knowledge on middle office systems in risk & compliance .
Good skills in preparing reports, power point
presentations, forecasts, sales analysis, plotting graphs and
profitability figures in excel & customized software.
Good skills in contract negotiations, documentation review , attention
to detail and precise reporting.
6. Professional & Personal Network-HNW Individuals
A well established network of Industry veterans – Private
Bankers, Sophisticated Investors , Investment Bankers and
Private Equity players.
Strong professional & personal network with the Indian
Diaspora - Entrepreneurs, Investors and High net worth
individuals in Asia.
Personal relationships with 20 families of HNW Investors in
Singapore & SEA region with investable assets between 1-5 and
5- 10 million.
Good personal & professional network of Sindhi, Marwari
, Gujarati & Punjabi businessmen and entrepreneurs.
