Private Banker

MWH Holdings is an 11 years old firm bearing both domestic and global presence. MWH Holdings is
responsible for sourcing, manufacturing, developing, managing and marketing alternative
investment products/investments, such as Hedge Funds, Funds of Hedge Funds, Managed Futures,
Private Equity, Real Estate Funds, Exchange Funds, Alternative Investment Funds, Venture Capital
and 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 Role & Responsibilities

1. MWH Holdings is an innovative company is 1. Responsible for new client acquisition, building new
looking for a qualified private banker to relationships and increasing depth in existing
managing money and oversee the financial relationships with Ultra High Net worth clients
activities of high net worth clients, develop 2. Accountable for developing and implementing an
relationship with clients then provide integrated customermarketing plan, which addresses
banking services. wealth creation, preservation and enhancement achieved
2. MWH Holdings has a full-fledged, highly through an in-depth analysis of the client’s profile so as
ranked research division engaged in to identify opportunities and match these opportunities
macroeconomic studies, and industry and to products/ solutions provided by the organization
company specific equity research. 3. Will be responsible for primarily selling all kind of
3. The ideal candidate will be a great fit for our Equity based investment products,
energetic and creative team. 4. Responsible for achieving targets as assigned by the
organization on a monthly basis.
5. Understands clients risk profile and maximizes the
‘risk vs. reward’ balance for individual clients by
Requirement optimizing product mix.
6. Comply with KYC/SEBI rules, regulations, and legislation
governing the financial services industry
1. Should have good communication & 7. Should possess strong networking & relationship
presentation skills. building skills.
2. May have good existing client relationships in
the market.
3. Should be a self-starter, proactive & target
oriented. Qualifications
4. Strong analytical and decision maker.
5. Strong understanding of banking and lending 1. Graduate / Post graduate with 0-3 years of experience
products. in directselling.
6. Local market knowledge. 2. Mandatory Certifications like IRDA, NCFM, AMFI etc

Screening Process Application

1. Apply for the test. 1. It is mandatory for every applicant to take the entrance
2. Candidate passes the test, screening test.
3. Shortlisting https://www.flexiquiz.com/SC/N/Technical_Entrance_T
4. Telephonic Interview est_MWHHoldings

kjoshi.mwh@gmail.com MWHholdings.com in association with Tucana Training Co