Private Banker
2 days ago
Role title: Private Banker - Advisory
Location: Bangalore
Qualification: MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA.
Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.
Roles and Responsibilities:
The candidate should have experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs. He/She will serve as a one point of contact for clients and will lead the overall engagement from the platform cutting across areas related to wealth management, business advisory, mentorship, tax and estate planning, family governance, amongst others.
- Use financial acumen and expertise to understand the client's risk appetite, short term, and long-term goals.
- Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes – domestic and offshore.
- Monitoring/benchmarking and reviewing client portfolios.
- Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the full platform.
- Focus on building relationships by understanding various investment and family office related needs and offer solutions through in-house & external domain partners.
- Increase assets under advisory / wallet share and achieve growth in relationships managed / acquired.
- Build an individual balance sheet.
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Private Banker
2 weeks ago
Bengaluru, Karnataka, India Equirus Full timeRole title : Private Banker - AdvisoryLocation : BangaloreQualification : MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience : Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles and Responsibilities :The candidate should have experience in...
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Private Banker
1 week ago
Bengaluru, Karnataka, India Equirus Full timeJob DescriptionRole title: Private Banker - AdvisoryLocation: BangaloreQualification: MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles and Responsibilities:The candidate should have...
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Private Banker
1 week ago
Bengaluru, Karnataka, India Equirus Full timeRole title: Private Banker - Advisory Location: Bangalore Qualification: MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA. Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services. Roles and Responsibilities: The candidate should have experience in...
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Private Banker
1 week ago
Bengaluru, Karnataka, India Leading Bank Full timeAbout the CompanyWe are hiring for one of the Private Sector Bank. This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.About the RoleThey have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.Responsibilities:Bring the New Book (NTB Private...
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04/09/2025) Private Banker
1 week ago
Bengaluru, Karnataka, India Equirus Full timeRole title: Private Banker - AdvisoryLocation: BangaloreQualification: MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles and Responsibilities:The candidate should have experience in...
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Investment Advisor
1 week ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Senior Private Equity Investment Analyst
4 days ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000Investment OpportunitiesAt our organization, we are constantly seeking a highly motivated Investment Analyst focused on sourcing and evaluating private companies, especially those with shares in demat form or approaching listing readiness.The ideal candidate will possess strong analytical skills, the ability to work independently, and excellent communication...
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Investment Advisor
5 days ago
Bengaluru, Karnataka, India Nuvama Private Full time US$ 1,50,000 - US$ 2,00,000 per yearThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Investment Advisor
4 days ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company. Role: • Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Investment Advisor
1 week ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
