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 Roles & Responsibilities

Requirements
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.
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.

1. Good communication & presentation skills 6. Understanding client’s risk profile and maximizing the
‘risk vs. reward’ balance for individual clients, by
2. Good existing client relationships in the market. optimizing product mix.

3. Should be self-driven, proactive & target oriented. 7. Complying with KYC/SEBI rules, regulations, and
legislation governing the financial services industry.
4. Strong analytical and decision-making skills

Selection Process
5. Strong understanding of banking and lending products.

6. Sound knowledge of local markets.

1. Shortlisting of CVs
7. Should possess strong networking &
2. building
relationship Online paid
skills.Entrance test(mandatory)

3. Two Rounds of telephonic/online interview

Qualifications
4. Onboarding of successful candidates.

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

Perks
2. Experience of 0-3 years would be preferred

1. like
3. Certifications Certificate
IRDA, NCFM, AMFI and others
would be preferred.
2. Letter of Recommendation

3. Stipend: Performance- Based

ashutosh.mwh@gmail.com MWHholding.com in association with Tucana Training & Co.