Private Banker

17 hours 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.

  • Private Wealth Advisor

    4 days ago

    Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

    Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...

  • Expert Leadership Role for Private Banking Team

    3 days ago

    Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    Job Opportunity:We are seeking an experienced Leadership Professional to lead and mentor a team of private bankers/relationship managers. The successful candidate will have 8-15 years of experience in private banking, wealth management in India, with strong leadership capabilities and a proven track record of managing high net worth (HNW) or ultra-high net...

  • Private Banker- NRI

    4 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Private Banker- NRI

    3 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.- To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)- In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Private Banker- NRI

    2 weeks ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job description Role & responsibilities : Location - Mumbai , Ahmedabad. To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for...

  • Private Banker- NRI

    5 days ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Private Banker- NRI

    6 days ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job descriptionRole & responsibilities :Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Private Banker- NRI

    3 days ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job description Role & responsibilities : Location - Mumbai , Ahmedabad. To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for...

  • Private Banker- Nri

    2 days ago

    Mumbai, Maharashtra, India YES BANK Full time

    Job description Role & responsibilities : Location - Mumbai , Ahmedabad.To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

  • Team Leader

    5 days ago

    Mumbai, Maharashtra, India wowJobs Full time

    Job Role :1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.3. Collaborate with product, research, and investment teams to offer holistic wealth management...