Private Banker

Company Description

TriGen Wealth, an initiative under Prime Securities Ltd, reflects the firm’s commitment to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth harmoniously blends traditional values with modern thinking. With decades of experience in banking, securities, and wealth services, the firm emphasizes professionalism, transparency, and client-centricity. Leveraging generative AI and automation, TriGen Wealth aims to deliver seamless and exceptional client service. Our mission is to create sustainable, client-first financial solutions that align with individual aspirations and goals.

Role Description

This is a full-time on-site role for a Private Banker located in Banglore & Hyderabad, India. The Private Banker will be responsible for managing and growing client portfolios, providing personalized financial planning and investment advice, and developing tailored asset allocation strategies. The role involves fostering client relationships, understanding their financial needs, and offering suitable wealth management solutions. The Private Banker will also ensure compliance with regulatory standards and maintain high levels of client satisfaction and trust.

Qualifications

• Experience in Financial Planning and Private Banking
• Expertise in Finance and Investments
• Strong understanding of wealth management strategies and principles
• Ability to work independently and collaboratively within a team