Officer - Wealth Management

IDFC FIRST Bank has an exciting opportunity for a passionate Officer - Wealth Management to join our team. In this role, you will be responsible for providing comprehensive financial planning and investment advisory services to our High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. You will work closely with clients to understand their financial goals, risk appetite, and investment preferences, and then develop customized investment solutions to help them achieve their objectives. Key responsibilities include: - Conducting comprehensive financial planning and investment advisory services for HNW and UHNW clients - Analyzing client's financial situation, risk profile, and investment objectives to develop suitable investment strategies - Recommending appropriate investment products and solutions (mutual funds, structured products, alternative investments, etc.) based on client's requirements - Actively monitoring client portfolios and making timely adjustments to ensure alignment with their financial goals - Providing regular portfolio reviews and performance updates to clients - Ensuring compliance with all relevant regulations and internal policies - Building and maintaining strong client relationships through excellent service delivery

IDFC FIRST Bank is a new age universal bank focused on digital, social, and ethical banking. We are committed to building a world-class bank that is focused on the core needs of our customers. Our mission is to be the most trusted and valuable bank for all our stakeholders - customers, employees, shareholders, and the community. We are driven by our core values of Ownership, Integrity, Customer Centricity, Collaboration, and Excellence.