Senior Private Banker- Multi Family Office TrustPlutus

About TrustPlutus

Job Description

As a Client Engagement professional, you will be responsible for building and managing relationships with HNI/UHNI clients, including individuals and corporates, by offering comprehensive advice on their investment and financial requirements. Your primary focus will be on enhancing the portfolio size and wallet share of existing customers while ensuring strict compliance with regulations. You will work closely with clients to understand their business needs and objectives, effectively conveying the organization's value proposition through proposals and presentations. Maintaining regular and value-added engagement with clients will be essential to foster long-lasting relationships. In terms of revenue generation and business development, you will be tasked with driving and monitoring revenue and volume targets, as well as ensuring optimal product penetration, including fee-based advisory services. It will be crucial to monitor and maintain market mapping for each client, proactively source and acquire high-value customer relationships, and expand sales and service opportunities. Additionally, you will be expected to build an active internal network to facilitate the delivery of superior multi-channel services, creating new opportunities with both existing and potential clients. Your role will play a vital part in the growth and success of the organization's client engagement strategy.,