Private Banker
3 weeks 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
3 weeks 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
3 weeks 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 weeks 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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04/09/2025) Private Banker
3 weeks 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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Bengaluru, Karnataka, India Candidate Experience Site - Lateral Full time ₹ 10,00,000 - ₹ 15,00,000 per yearAbout Goldman SachsAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...
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Investment Advisor
3 weeks 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
3 weeks 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
3 weeks 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
2 weeks 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
2 weeks 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...
