Private Banking
7 hours ago
Location: [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 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
9 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 Bank Strategy
18 hours 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...
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Private Bank Strategy
8 hours 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...
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Private Bank Strategy
3 weeks ago
Mumbai, India Deutsche Bank Full timeDescription :Functional Title: IPB Strategy Corporate Title: Associate / AVP Location: Mumbai 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...
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Private Bank Strategy
2 weeks ago
Mumbai, India Deutsche Bank Full timeJob Description Position Overview Job 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...
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Product Specialist in Private Banking
1 week ago
Mumbai, -Mumbai-Apple Tower-MAH, Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 8,00,000 - ₹ 12,00,000 per yearProduct Specialist - Private Banking-Kotak Private Banking-Investment Counselors- Role: Product Specialist in Private Banking focusing on investment counseling. - Location: Mumbai, Maharashtra, India. - The position involves working with clients to provide tailored banking solutions. - Requires a strong understanding of financial products and services. -...
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Private Bank Strategy Professional
7 days ago
Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 12,00,000 - ₹ 36,00,000 per year**Job Description:Job Title: IPB StrategyCorporate Title:Associate / AVPLocation: Mumbai, IndiaRole DescriptionAbout Deutsche Bank:Deutsche Bank is the leading German bank with strong European roots and a global network. Were driving growth through our strong client franchise. Against a backdrop of increasing globalization in the world economy, Deutsche Bank...
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Mumbai, India Michael Page Full timeAbout Our Client The hiring company is a large organization operating within the financial services sector, specifically focused on retail banking and loans. With a strong presence in Mumbai, the company is committed to delivering excellent customer service and maintaining a high-performing workforce. Job Description - Develop and execute talent acquisition...
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Private Bank Strategy Professional
1 day ago
Mumbai, Maharashtra, India Deutsche Bank Full time ₹ 1,50,000 - ₹ 2,00,000 per yearOverview: The role is aligned to the Strategy function which works closely with the global and regional Strategy teams for the International Private Bank and Private Bank of Deutsche BankYour key responsibilitiesWork as part of the Private Bank strategy team on global, regional and divisional projectsConduct analysis of competitors and macro market...
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Private Banking Advisor
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Private Banking Advisor**: **Job ID**:R0384839 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-05-22 **Location**:Mumbai **Position Overview**: **Job Title: Private Banking Advisor, Associate** **Location: Mumbai, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in 17...
