
Private Banker
1 day ago
Role title: Private Banker - Advisory
Location: Bangalore
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 and 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 clients 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.
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Private Banker
5 days ago
Bengaluru, Karnataka, India Equirus Full timeRole title : Private Banker - AdvisoryLocation : BangaloreQualification : 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 and Responsibilities :The candidate should have experience in...
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Private Banker
1 day ago
Bengaluru, Karnataka, India Equirus Full timeRole title: Private Banker - Advisory Location: Bangalore 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 and Responsibilities: The candidate should have experience in...
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Private Banker
2 days ago
Bengaluru, Karnataka, India Leading Bank Full timeAbout the CompanyWe are hiring for one of the Private Sector Bank. This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.About the RoleThey have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income.Responsibilities:Bring the New Book (NTB Private...
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04/09/2025) Private Banker
3 days ago
Bengaluru, Karnataka, India Equirus Full timeRole title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities:The candidate should have experience in...
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Senior Private Banker/Team Lead
4 weeks ago
Bengaluru, Karnataka, India Emkay Global Full timeSenior Private Banker/Team Lead - Wealth description :- To develop short term and long-term sales strategies for the Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to...
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Investment Advisor
1 day ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Investment Advisor
24 hours ago
Bengaluru, Karnataka, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Manager - UnSecured Business Loans
2 weeks ago
Bengaluru, Karnataka, India Clay Capital Full timeJob Title : Manager - UnSecured Business LoansSTRICTLY FOR CANDIDATES WITH SME BANKING & DSA HANDLING EXPERIENCE - WITH UNSECURED LENDING/NBFC :- Bachelors in commerce or MBA with Private banking, NBFC experience- A Solution seeking mindset & clarity of communication- Extremely good network of DSA'S/NBFC/Bankers and Clientele across : A minimum of 5 yrs of...
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Bengaluru, Karnataka, India HSBC Full timeJob DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...
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Senior Investment Portfolio Specialist
18 hours ago
Bengaluru, Karnataka, India beBeePortfolio Full time US$ 15,00,000 - US$ 20,00,000Portfolio Manager PositionAs a seasoned portfolio manager, you will be responsible for overseeing large private banking portfolios and bringing prior experience in a private bank or asset management company to the role.Key objectives include increasing assets under management and driving penetration of financial products, supporting private bankers in...