Private Banker

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 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, 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 services
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
1. Responsible for new client acquisition, building
gurleen.mwh@gmail.com
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 optimizing product mix.
7. Complying with KYC/SEBI rules, regulations, and
legislation governing the financial services
industry.

5. Strong understanding of banking and lending

products.
6. Sound knowledge of local markets.
7. Should possess strong networking
relationship building skills.
Qualifications
1. Graduate / Post graduate with 0-3 years of
experience in direct selling.
2. Mandatory Certifications like IRDA, NCFM,
AMFI, and other additional certificates.
Screening Process
1. Fill the application form in the link below-
http://mwhholdings.com/job-seeker/
&
2. It is mandatory for every applicant to take a paid
entrance test. Please visit the link below for the
same-
https://www.flexiquiz.com/SC/N/mwhholdings_ap
titude_privatebanker
3. After clearing the entrance test, the candidate will
have to clear a telephonic interview round as well.

MWHholdings.com in association with Tucana Training Co