1878 Private Banking Jobs - Page 42

To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relations...

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

As an international bank with over 170 years of history, Standard Chartered is dedicated to making a positive impact for its clients, communities, and employees. We are a forward-thinking organization that thrives on challenges and constantly seeks opportunities to grow and excel. If you are seeking a purpose-driven career in a bank that values diversity and inclusion, we welcome you to join our team. At Standard Chartered, we are committed to driving commerce and prosperity through our unique diversity. Our brand promise is to be here for good, and we achieve this by embodying our valued behaviors. We prioritize doing the right thing, challenging ourselves, and maintaining integrity while a...

As a Conduct Risk Associate at Morgan Stanley's U.S. Banks, you will play a crucial role in supporting key governance and management risk deliverables related to the banking and lending activities of Financial Advisors and the Private Bank's Distribution Sales Team. Your responsibilities will include creating various reports and materials, coordinating timelines for deliverables, and ensuring compliance issue logging and tracking are completed in a timely manner. You will be responsible for tasks such as creating the Bank's quarterly Dual Employment Oversight Committee materials, the quarterly Private Bank Distribution Sales Team Risk report, and assisting in compiling the Bank's quarterly C...

About The Role : Job TitleQuantitative Investment Solutions (QIS) Structuring Corporate TitleAVP LocationMumbai, India Role Description Deutsche Banks Quantitative Investment Solutions (QIS) team develops, markets and implements systematic strategies across asset classes, with a range of investor objectives from yield generation, enhanced beta, hedging and market access. We work with a range of client types globally, from pension funds and insurance companies to asset managers and private banks. You will join our product development team, working on portfolio solutions / commodities . You will join a global team with a reputation for innovation and a track record of launching cutting-edge pr...

About The Role : Job TitlePrivate Banking Manager, AVP LocationNoida, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key ...

About The Role : Job TitleArea Sales Manager - BIL, Analyst LocationChennai, India Role Description Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities This is a Managerial position Will manage a team of 6 Sales Managers Will need to generate business of about 20 Cr per month through their Sales Manager team. Candidate must be able to read & unders...

About The Role : Job TitlePrivate Banking Manager, AVP LocationGurgaon, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your ke...

About The Role : Job Title Private Banking Advisor LocationAhmadabad, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance ...

About The Role : Job TitleTele- Relationship Manager Corporate TitleNCT LocationMumbai, India Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This caters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The candidate will be part of cross-sell team based out of Mumbai and the primary objective is to nurture the Clients & Relationships by providing world class experience for their Banking, Investments, Risk & Lending requirements as well as new client acquisitions. What well offer you , 100% reimbursement under childcare assistance benefit (gender neutra...

About The Role : Job Title Private Banking Advisor LocationPune Role Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to enhance the value of the savings account portfolio through cross-sell, leading to increase in fee income, to add to that ensure acquisition of new clientele. What well offer you 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key res...

About The Role : Job TitlePB BLIS IS COO LocationMumbai, India Corporate TitleAssociate Role Description In this role you will work in the global team looking at all product risk related topics. Working together with the central team as well as the regional BLIS / BLIS COO Teams, you will be responsible to make sure that the milestones that have been set are being monitored and kept track of. You will also work with the team to prepare both content as well as senior management update documents on the covered topics. Further, you will own and ensure adherence to the risk & control governance framework in line with regulatory requirements / internal policies /audit standards. What well offer y...

About The Role : Job TitleLending Officer, AS Location:Mumbai, India Role Description Deutsche Banks Lending Asia is a well-established team of professionals involved in providing customized and standardized liquidity solutions specifically designed to address theunique and complex needsofultra/highnet worth individuals. Its team members are based across Mumbai, Hong Kong, and Singapore. What well offer you 100% reimbursement under child care assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Accident and Term life Insurance Your key responsibilities Initial financing enquiries and live execution Financial Analysis of underlying companies and/o...

We are looking for a highly skilled and experienced Relationship Manager to join our team in Baroda. The ideal candidate will have 11-15 years of experience in the IT Services & Consulting industry, with a strong background in Mutual Funds. Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and objectives. Provide expert advice on Mutual Funds investment strategies and products. Conduct thorough analysis of client portfolios to identify areas for improvement. Collaborate with internal teams to develop and implement customized solutions for clients. Stay up-to-date with market trends and regulatory changes affecting Mutual Funds...

Roles and Responsibility Manage and maintain client relationships to provide excellent customer service. Develop and implement financial plans to meet clients' investment goals. Conduct thorough analysis of market trends and economic conditions to offer informed advice. Collaborate with internal teams to ensure seamless execution of trades and transactions. Identify new business opportunities and grow existing accounts through effective sales strategies. Stay up-to-date with regulatory changes and industry developments to remain competitive. Job Requirements Proven experience as a Private Banker or in a related field, with a minimum of 41 years of experience. Strong knowledge of financial ma...

Managing UHNI clients & leading team of Wealth Advisors. Mentor & support team members to meet their targets. Guide the team in identifying & onboarding through tailored financial planning & advisory solutions. Drive AUM growth & revenue generation. Required Candidate profile Support the team in delivering quality investment advisory, portfolio reviews & rebalancing strategies. Ensure all activities adhere to regulatory guidelines, internal policies & compliance.

Roles and Responsibilities To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert). In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors/ CFOs/ Corporate Treasuries Wealth. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors. Maintaining a strong working knowledge of client portfolios / products which arerequired to gain business wallet share from HNI and Ultra HNI clients. Ensure regular...

Roles and Responsibilities To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/Directors of organisations. Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate me...

Responsibilities: * Manage HNIs' investments through private banking services. * Provide investment advice to clients. * Handle MF sales & distribution for wealth management.

-Offer wealth management advisory, covering mutual funds, PMS, bonds, offshore investments, insurance, etc. -Promote NRE/NRO/FCNR deposits, remittance products, and foreign currency solutions. -Ensure delivery of superior client servicing, including cross-border banking requirements. -Collaborate with product, investment, and compliance teams to deliver customized solutions. -Conduct regular portfolio reviews and generate referrals from existing NRI clients. -Stay updated with global financial trends impacting NRI investment behavior. -Comply with all FEMA, FATCA, and RBI guidelines applicable to NRI clients.

Personal bankers help clients manage their money so as to balance risk. Personal bankers may also be referred to as commodities, securities, or financial services sales agents. They are responsible for undertaking banking duties and overseeing...

The ideal candidate for this position should have a minimum of 6-15 years of prior work experience in management consulting or advisory roles focusing on business technology or operational change initiatives within the Financial Services industry, specifically in Banking and Capital Markets. A Full-time MBA from a top-tier business school is required, while being a Qualified CA is preferred. Candidates with consulting advisory experience from top-tier consulting organizations are strongly preferred. The role requires experience in leading large-scale transformation programs, program management, and change management. Excellent interpersonal skills are essential for effectively interfacing wi...