Private Banker

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 devise suitable global asset allocation strategies - Recommend opportunities across asset classes, both domestic and offshore - Monitor, benchmark, and review client portfolios - Coordinate with multiple teams to provide clients with a seamless experience and access to the full platform - Focus on building relationships, understanding investment and family office needs, and offering solutions through in-house and external domain partners - Increase assets under advisory/wallet share and achieve growth in relationships managed/acquired - Build an individual balance sheet Qualification Required: - Minimum of 10-15 years of experience in Portfolio management, banking, wealth management, and/or financial advisory services - CA/CFA/MBA/Postgraduate in economics from a reputed Institute - Understanding of capital markets (Domestic & global), real estate, tax/estate planning, consulting, and business advisory verticals Equirus Wealth Private Limited is an equal opportunity employer, where all employment decisions are based on merit, business needs, qualifications, and desired skill set. Location: Bangalore / Chennai / Mumbai [Note: The job description did not contain any additional details about the company, so this section has been omitted.] For more details about Equirus Wealth Private Limited, you can visit their website at www.equiruswealth.com.,