Private Banker

1 day ago

Mumbai, Maharashtra, India Equirus Full time

Role Title: Private Banker - Advisory

Location: Mumbai

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 & 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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