Private Banker

Company Description

Neo Wealth Partners (NWP) is revolutionizing wealth management by fostering a partnership between Bankers and the Firm to deliver client-centric solutions. Partners operate independently without organizational targets, using their personalized approach to client segmentation while receiving full institutional support. This model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners. As part of Neo Group, a strategic asset management and financial advisory platform, NWP is dedicated to unbiased, transparent, and cost-effective client solutions. Our leadership team, led by Nitin Jain and AV Srikanth, brings over 120 years of combined experience and a legacy of managing significant assets and earning numerous prestigious awards.

Role Description

The Private Banker will manage day-to-day financial planning, investment management, and asset allocation tasks. The role involves working closely with clients to understand their financial goals, providing tailored advice, and ensuring the effective management of their wealth. The Private Banker will also collaborate with other partners and utilize the firm’s resources to optimize client solutions and enhance service delivery.

Qualifications

• Financial Planning and Finance skills
• Experience in Investments and Asset Allocation
• Expertise in Private Banking
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to build and maintain long-term client relationships
• Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus
• Experience in the financial services industry, particularly in wealth management, is highly desirable