Private Banking
17 hours 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 Banking
3 days ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West] Department: Private Banking Employment Type: Full-time Key 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...
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Private Banking
3 days ago
mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key 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...
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Private Banking
1 day ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West) Department: Private Banking Employment Type: Full-time Key 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...
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Private Banking
3 days ago
mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe 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,...
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Private Banking
2 days ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe 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...
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Private Banking
2 days ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe 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,...
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Private Banking
1 day ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe 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,...
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Private Banking
22 hours ago
Mumbai, India Investment banking self-employed Full timeLocation: (Mumbai Bandra West)Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe 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,...
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Private Banking
1 day ago
Mumbai, India Investment banking self-employed Full timeLocation: [Mumbai Bandra West]Department: Private BankingEmployment Type: Full-timeKey Responsibilities:Client Relationship ManagementServe 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,...
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Private Bank Strategy
3 days ago
Mumbai, India Deutsche Bank Full timeJob Title: IPB Strategy Corporate Title: Associate / AVP Location: Mumbai, India Role Description About Deutsche Bank: Deutsche Bank is the leading German bank with strong European roots and a global network. We're driving growth through our strong client franchise. Against a backdrop of increasing globalization in the world economy, Deutsche Bank is very...
