Senior Private Banker

4 weeks ago

Mumbai, India TriGen Wealth Full time

Job Opportunity at Prime Trigen Wealth Limited.

Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 cities

We're seeking experienced Private Bankers in Mumbai with years in Wealth Management, Asset Management Companies, or Broking firms. Ideal candidates should have an extensive client network including Family Offices, Corporate Treasuries and UHNI and can manage an AUM of more than INR 500 Crores.  

Key Qualifications:

  • Strong skills in client management, building AUM books, and acquiring clients.

  • In-depth understanding of client investment needs.

  • Expertise in Wealth Products: PMS, MF, Broking, AIF, Bonds/NCD, and Real Estate.

  • Ability to conduct client meetings with support from the CIO/Investment Counsellors, developing tailored investment strategies.

  • Manage and nurture comprehensive client relationships, addressing all Investment and Banking needs with the support of Prime Securities and Prime Trigen Wealth Limited.

  • Must focus on UHNI segment / Family Offices .

  • Solid knowledge of regulatory frameworks.

  • Represent Prime Wealth at industry events.

  • Serve as a single point of contact for client inquiries regarding onboarding, trading, and reporting.

  • Collaborate with internal and external teams: Operations, Investment Counsellors, PMS team, Distributors, etc.

This role offers competitive industry incentives with individual contribution. Join us in our growth journey

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