Private Banker

3 weeks ago

Navi Mumbai, India Boyen Haddin Full time

Company Description

Boyen Haddin is India's leading Human Resource Consulting Company, specializing in senior-level executive search, board consulting, director search, and leadership development. We work closely with both public and private organizations across all industries and regions to build boards and executive teams that can navigate the digital, economic, environmental, and political trends reshaping the business landscape. Our services span across India, the UAE, Dubai, Qatar, Kuwait, the rest of the Gulf, China, Singapore, and the rest of South Asia.

Role Description

This is a full-time on-site role for a Private Banker located in Mumbai. For multiple companies I am hiring.The Private Banker will be responsible for managing and growing clients' wealth portfolios by providing expert financial planning, investment advice, and private banking services. Day-to-day tasks include conducting client meetings, developing personalized investment strategies, monitoring asset allocation, and ensuring clients' financial goals are met. This role requires high-level interpersonal skills to maintain strong client relationships and continuous market analysis to provide informed financial advice.

Qualifications

  • Expertise in Financial Planning, Private Banking, and Investments
  • Knowledge of Asset Allocation and Investment Strategy Development
  • Strong Finance and Wealth Management skills
  • Excellent analytical and market research abilities
  • Exceptional interpersonal and client relationship skills
  • Ability to work on-site in Mumbai
  • Bachelor's degree in Finance, Economics, or related field; advanced certifications

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