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
Company Description TriGen Wealth, a venture under Prime Securities Ltd, is committed to delivering innovative, client-focused financial solutions. Led by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends traditional values with modern thinking to redefine wealth services. With decades of experience in banking, securities, and wealth services, the firm emphasizes professionalism, transparency, and client-centricity. Our team leverages AI and automation to provide exceptional client service, adhering to stringent regulatory standards and promoting a collaborative work culture. Role Description This is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for managing and building client relationships, providing tailored financial advice, and ensuring client satisfaction. Daily tasks include portfolio management, conducting financial analysis, developing investment strategies, and collaborating with internal teams to deliver seamless client service. The role also involves staying updated with financial market trends and regulatory changes to offer informed recommendations. Qualifications Proven experience in client relationship management and financial advisory Strong analytical skills with ability to conduct financial analysis and develop investment strategies Excellent communication and interpersonal skills Deep understanding of financial market trends and regulatory requirements Proficiency in using financial software and tools Bachelor’s degree in Finance, Business Administration, Economics, or related field Relevant certifications (e.g., CFP, CFA) are advantageous Client-centric approach and a commitment to maintaining high ethical standards
Job Opportunity at Prime Trigen Wealth Limited. Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 cities! We're seeking experienced Private Bankers in Mumbai with 12-15+ years in Wealth Management, Asset Management Companies, or Broking firms. Ideal candidates should have an extensive client network including Family Offices, Corporate Treasuries and UHNI and can manage an AUM of more than INR 500 Crores. Key Qualifications: - Strong skills in client management, building AUM books, and acquiring clients. - In-depth understanding of client investment needs. - Expertise in Wealth Products: PMS, MF, Broking, AIF, Bonds/NCD, and Real Estate. - Ability to conduct client meetings with support from the CIO/Investment Counsellors, developing tailored investment strategies. - Manage and nurture comprehensive client relationships, addressing all Investment and Banking needs with the support of Prime Securities and Prime Trigen Wealth Limited. - Must focus on UHNI segment / Family Offices . - Solid knowledge of regulatory frameworks. - Represent Prime Wealth at industry events. - Serve as a single point of contact for client inquiries regarding onboarding, trading, and reporting. - Collaborate with internal and external teams: Operations, Investment Counsellors, PMS team, Distributors, etc. This role offers competitive industry incentives with individual contribution. Join us in our growth journey!