Senior Private Banker

5 - 9 years

0 Lacs

Posted:6 days 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 in 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. You will need to understand their financial goals and investment preferences to provide personalized financial solutions. Your responsibilities will include driving the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions. Additionally, you will offer expert investment advice and financial planning services, using market insights to craft tailored portfolios. Collaborating with internal teams such as wealth management, research, and compliance is essential to deliver comprehensive financial solutions. You will also need to keep abreast of market trends and economic developments to guide investment strategies and provide timely advice. Conducting regular meetings, presentations, and events to enhance client engagement and satisfaction is also part of your role. Qualifications required for this role include proven experience as a Private Banker or in a similar client-facing role within financial services with a minimum investment book size of INR100cr. A strong track record in managing client relationships and increasing AUM is essential. Deep knowledge of investment products, financial markets, and wealth management strategies is necessary. Excellent communication and interpersonal skills are required to connect with high-net-worth individuals. A bachelor's degree in Finance, Business, or a related field is necessary, while advanced degrees or certifications such as CFA or CFP are considered a plus. If you join this leading financial firm, you can expect to be part of a rapidly expanding Global Private Clients division with opportunities for professional development. You will collaborate with industry leaders in an innovative and supportive setting. An attractive salary and performance-based incentives are offered to the successful candidate. If you are a motivated professional eager to advance your career in private banking, we encourage you to apply and be part of our success story.,

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