Private Banking
3 weeks ago
Location: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship Management- Serve as the primary point of contact for assigned HNWI/UHNWI clients. - Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance. - Provide tailored advice on investments, wealth planning, credit, and other banking services.Business Development- Identify and pursue new client acquisition opportunities through personal networks, referrals, and targeted marketing initiatives. - Develop and execute strategic plans to grow the client base and AUM.Portfolio Management- Collaborate with investment specialists and product teams to propose and execute customized portfolio strategies. - Monitor client portfolios, ensuring alignment with financial goals and market conditions.Risk & Compliance- Ensure all client onboarding, KYC/AML, and due diligence processes meet regulatory and internal compliance standards. - Adhere to risk management and operational procedures in all client interactions.Team Collaboration- Work closely with internal partners (e.g., investment advisors, product specialists, legal, and compliance) to deliver a holistic wealth management experience. - Mentor junior bankers or relationship managers as appropriate.Qualifications:- Bachelor’s degree in Finance, Business Administration, Economics, or related field (MBA/CFA preferred). - [X]+ years of experience in private banking, wealth management, or related financial services. - Proven track record of managing and growing HNWI/UHNWI client relationships. - Strong understanding of investment products, credit structures, and wealth planning solutions. - Excellent interpersonal, communication, and relationship-building skills. - Regulatory certifications/licenses as required by jurisdiction (e.g., Series 7/63, SFC Type 1/4/9, or equivalent).
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Private Bank, SA
3 weeks ago
New Delhi, India Deutsche Bank Full timeJob Title: Private Bank, SA - AVP Location: New Delhi, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the...
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Private Bank, SA
3 weeks ago
New Delhi, India Deutsche Bank Full timeJob Title: Private Bank, SA - AVP Location: New Delhi, India Role Description Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions. What we'll offer you As part of our flexible scheme, here are just some of the...
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Private Banking Relationship Manager
2 days ago
New Delhi, India Quotient Consultancy Full timeLeading Financial Company Hiring Private Banking Relationship Manager Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.comIndividual Role Good Stable candidates from Banks MNCs Broking Firms NBFCUnderstanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products...
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Private Banking Advisor
2 weeks ago
Delhi, Delhi, India Deutsche Bank Full time**Private Banking Advisor**: **Job ID**:R0359083**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-11-13**Location**:New Delhi**Position Overview**: **Job Title**:Private Banking Advisor** **Location: New Delhi** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17 locations across India....
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Private Banking Executive
2 weeks ago
Delhi, India Barclays Full timeJob Title: - Private Banking Executive Location: Delhi About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank,...
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Private Bank, SA
2 weeks ago
New Delhi, & Kasturba GM, India Deutsche Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob Description:Job Title: Private Bank, SA - AVPLocation: New Delhi, IndiaRole DescriptionWealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.What we'll offer youAs part of our flexible scheme, here are just...
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Private Banking Relationship Manager
3 days ago
Delhi, India Quotient Consultancy Full timeLeading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on and drop CV at RoleGood Stable candidates from Banks MNCs Broking Firms NBFCUnderstanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured...
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Private Banking Relationship Manager
1 day ago
Delhi, India Quotient Consultancy Full timeLeading Financial Company Hiring Private Banking Relationship ManagerInterested Connect with MAHEK on and drop CV at RoleGood Stable candidates from Banks MNCs Broking Firms NBFCUnderstanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured...
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Private Banking Executive
5 days ago
Delhi, Delhi, India Barclays Full timeJoin us as a** Private Banking Executive** at Barclays, where you'll spearhead the evolution of our digital landscape, driving innovation and excellence. You'll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To provide data-led expert oversight and check and challenge on business and...
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Private Wealth Manager
7 days ago
New Delhi, India TekPillar® Full timeLocation: Bangalore / Chennai / HyderabadExperience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
