Private Banker

3 weeks ago


bangalore, India Unien Capital Advisors Full time
Our Clients demand excellence. We deliver nothing less.
We’re shaping the future of Family Office. One step at a time. We deliver exceptional solutions and experiences enabled by technology and partnerships. Our clients choose us because they recognize that we operate at a level above the rest. Advice and service that’s uncommonly personalized.
Responsibilities
We are actively looking for exceptionally talented individuals who are collaborative, confident and excel in unstructured situations. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, we are the team for you. You will be working alongside a team of talented colleagues with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, taxation, structuring and succession planning to build bespoke solutions for client families.
Qualifications, Skills
Masters in Marketing / Finance from a reputed University
Successful experience in Wealth Management, Private Banking of 5 to 7 years
Strong relationship-building and influencing skills
You are highly organized and thrive in a fast-paced environment
You love bringing order to complex processes and problem statements
Locations
Bangalore, Kolkata and New Delhi
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