Senior Manager - Private Banking | Scrabble & Jigsaw
Posted on January 2, 2026
Job Description
<table class="Table" style="width:6.9in; margin-left:7px; border-collapse:collapse; border:solid windowtext 1.0pt" width="662">
<tbody>
<tr style="height:17.05pt">
<td style="border:solid windowtext 1.0pt; background:#00a2bd; width:6.9in; padding:0in 5.4pt 0in 5.4pt; height:17.05pt" width="662">
<p><span style="font-size:12pt"><span style="font-family:"Times New Roman",serif"><b><span lang="EN-AU" style="font-size:11.0pt"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:white">Key Accountabilities</span></span></span></b></span></span></p>
</td>
</tr>
<tr style="height:178.6pt">
<td style="border:solid windowtext 1.0pt; width:6.9in; border-top:none; padding:0in 5.4pt 0in 5.4pt; height:178.6pt" width="662">
<ul>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Generate Sales through <b>banking and private wealth channel</b></span></span></span></span></span></span></span></span></li>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Contact and follow up with new and prospective clients and set up new business opportunities</span></span></span></span></span></span></span></span></li>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Convert prospects into customers by show-casing appropriate products to the prospects matching their investment needs</span></span></span></span></span></span></span></span></li>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Responsible for executing the strategy for increasing distribution in the region through follow-ups, Client meets, with goal of increasing product-wise market share</span></span></span></span></span></span></span></span></li>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Stay up to date on industry trends and identify new market opportunities</span></span></span></span></span></span></span></span></li>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Build and maintain relationships with key clients, communicate effectively and demonstrate deep understanding of customer needs and knowledge of mutual fund market and products</span></span></span></span></span></span></span></span></li>
<li><span style="font-size:12pt"><span style="line-height:150%"><span style="tab-stops:list .25in .5in"><span style="font-family:"Times New Roman",serif"><span style="font-size:11.0pt"><span style="line-height:150%"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Ensure and adhere to compliance and regulatory guidelines for the region</span></span></span></span></span></span></span></span></li>
</ul>
<p> </p>
</td>
</tr>
<tr style="height:16.6pt">
<td style="border:solid windowtext 1.0pt; background:#00a2bd; width:6.9in; border-top:none; padding:0in 5.4pt 0in 5.4pt; height:16.6pt" width="662">
<p><span style="font-size:12pt"><span style="font-family:"Times New Roman",serif"><b><span lang="EN-AU" style="font-size:11.0pt"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:white">Knowledge & Qualifications required</span></span></span></b></span></span></p>
</td>
</tr>
<tr style="height:62.95pt">
<td style="border:solid windowtext 1.0pt; width:6.9in; border-top:none; padding:0in 5.4pt 0in 5.4pt; height:62.95pt" width="662">
<ul>
<li class="MsoNoSpacing"><span style="font-size:11pt"><span style="tab-stops:list .25in"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">Graduation/Post-Graduation/AMFI certification</span></span></span></span></span></li>
<li class="MsoNoSpacing"><span style="font-size:11pt"><span style="tab-stops:list .25in"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products</span></span></span></span></span></li>
<li class="MsoNoSpacing"><span style="font-size:11pt"><span style="tab-stops:list .25in"><span style="font-family:Calibri,sans-serif"><span style="font-family:"Taz SemiLight",sans-serif"><span style="color:black">NISM Certification</span></span></span></span></span></li>
</ul>
<p class="MsoNoSpacing"> </p>
</td>
</tr>
</tbody>