Senior Private Banker

5 - 9 years

0 Lacs

Posted:2 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Private Banker/Senior Private Banker with the Global Private Clients division of a rapidly growing Indian financial firm, your role involves building and nurturing strong relationships with high-net-worth clients, understanding their financial goals, and investment preferences. You will drive the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions. Additionally, you will offer expert investment advice, financial planning services, and collaborate with internal teams to deliver comprehensive financial solutions. Keeping abreast of market trends and economic developments to guide investment strategies and provide timely advice is also a key responsibility. Regular client meetings, presentations, and events will be conducted to enhance client engagement and satisfaction. Key Responsibilities: - Build and nurture strong relationships with high-net-worth clients - Drive the expansion of Assets Under Management (AUM) by identifying new business opportunities - Offer expert investment advice and financial planning services - Collaborate with internal teams to deliver comprehensive financial solutions - Stay updated on market trends and economic developments to guide investment strategies - Conduct regular client meetings, presentations, and events to enhance client engagement and satisfaction Qualifications Required: - Proven experience as a Private Banker or in a similar client-facing role within financial services - Strong track record in managing client relationships and increasing AUM - Deep knowledge of investment products, financial markets, and wealth management strategies - Excellent communication and interpersonal skills - Bachelor's degree in Finance, Business, or a related field required; advanced degrees or certifications such as CFA or CFP considered a plus Joining the Global Private Clients division offers opportunities for career growth in a rapidly expanding environment. You will collaborate with industry leaders in an innovative and supportive setting while receiving an attractive salary and performance-based incentives. If you are a motivated professional seeking to advance your career in private banking, we encourage you to apply and become part of our success story.,

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