10.0 - 15.0 years

0 Lacs

maharashtra

On-site

As a Private Banker - Advisory at Equirus Wealth Private Limited, your role will involve providing Client Centric, Comprehensive, and Transparent Wealth Management services to Individuals, Families, and Corporates. Here is a breakdown of your key responsibilities and qualifications: Roles and Responsibilities: - Acquire, build, and deepen HNI client relationships by understanding client situations, goals, risk appetite, and lifestyle needs - Serve as a one-point contact for clients, leading engagements in wealth management, business advisory, mentorship, tax and estate planning, family governance, among other areas - Understand clients" risk appetite, short-term, and long-term goals to devis...

Posted 13 hours ago

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Private Banker Equirus

10.0 - 15.0 years

0 Lacs

bengaluru, karnataka, india

On-site

Role title : Private Banker - Advisory Location : Bangalore Qualification : MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA. Experience : Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services. Roles and Responsibilities : The candidate should have experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs. He/She will serve as a one point of contact for clients and will lead the overall engagement from the platform cutting...

Posted 1 month ago

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