Private Banker

1 week ago

Mumbai, India Jericho Ventures Private Limited Full time

**Job Role: Private Banker**

**Company Description**:
Jericho Ventures Private Limited is a boutique financial services firm with headquarters in Mumbai. Founded in the style of a Multi-Family Office, it provides expert, custom-made financial solutions to individuals and families. Our comprehensive range of offerings includes investment instruments across the globe.

**Responsibilities**:

- Build and maintain strong relationships with high net-worth clients, understanding their financial needs, goals, and risk tolerance.
- Analyze clients' financial profiles and develop comprehensive investment plans tailored to their specific circumstances and objectives.
- Create investment strategies, asset allocation strategies, and financial planning models.
- Collaborate with external teams, such as asset management companies, Investment platforms, and fund managers, to deliver holistic solutions to clients.
- Monitor and review clients' portfolios regularly and ensure the risk management of portfolio is controlled while finding investment opportunities for the portfolio.
- Actively identify opportunities to deepen client relationships and generate new business through referrals and cross-selling of additional products and services.
- Stay up to date with market trends, economic conditions, and regulatory changes affecting the financial industry.

**Job Requirements**:

- Advanced degrees such as Masters in Finance Degrees, MBA, CA, or CFA designation are highly desirable.
- Proven track record of success in private banking or wealth management, with a minimum of 5 years of relevant experience.
- Strong knowledge of investment products, financial markets, and wealth management strategies.
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Strong analytical and problem-solving abilities, with attention to detail and accuracy.
- Ability to work independently and as part of a team in a fast-paced and dynamic environment.
- Sound judgment and ethical conduct, with a commitment to compliance and regulatory requirements.
- Proficient computer skills and familiarity with financial software and tools.

**Location: Andheri East, Mumbai**

**Salary**: ₹1,800,000.00 - ₹3,000,000.00 per year

**Benefits**:

- Leave encashment

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Education**:

- Master's (required)

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