Private Banker

3 weeks ago

New Delhi, India Trust Investment Advisors Private Limited Full time

Job Title: Private BankerJob Summary:- We are seeking a client-focused and results-driven Private Banker to manage and grow a portfolio of high-net-worth individuals. - The role involves delivering personalized financial solutions, deepening client relationships, and providing expert advice on investments, credit, and wealth planning.Key Responsibilities:- Build and maintain strong relationships with HNW clients.- Provide tailored financial advice and banking solutions.- Identify cross-selling opportunities across investment, lending, and estate planning.- Ensure compliance with regulatory standards and internal policies.- Collaborate with internal specialists to deliver a holistic client experience. (ref:iimjobs.com)

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