Private Banker
2 days ago
Job Description Company Description TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities legacy and expertise, emphasizes professionalism, transparency, and client-centricity. With a commitment to regulatory standards, TriGen Wealth aims to set new benchmarks in private wealth services through professionalism, collaboration, and innovation. Role Description This is a full-time on-site role for a Private Banker at TriGen Wealth located in Bengaluru. The Private Banker will be responsible for managing and growing high-net-worth client relationships, developing customized financial plans, and providing strategic investment advice. Daily tasks will include researching and recommending investment opportunities, overseeing asset allocation, and coordinating with internal teams to ensure seamless service delivery. The role requires maintaining compliance with regulatory standards and staying updated on market trends and financial products. Qualifications - Financial Planning and Finance skills - Experience in Investments and Private Banking - Asset Allocation expertise - Strong analytical and problem-solving skills - Excellent communication and client relationship management skills - Bachelor's degree in Finance, Economics, Business, or related field; advanced degree or certifications (e.g., CFA, CFP) are a plus - Minimum of 5 years of relevant experience in wealth management or financial planning
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Private Banker
2 days ago
Bengaluru, Karnataka, India TriGen Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per yearCompany DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...
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Senior Private Banker
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra Green Lane Talent Management Full timeJob Title: Private Banker/Senior Private BankerLocation: Delhi NCR, Mumbai, or BangaloreCompany: Global Private Clients division of a rapidly growing Indian financial firmAbout Us:Join one of India’s leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized financial...
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Private Banker
7 days ago
Bengaluru, Karnataka, India Barclays Full time**Job Title**: Private Banker **Corporate Grade**: D **Reports to (Line Manager’s Job Title)**: Sunit Jain **Direct Reports (if applicable)**: NA **Business Area**: Consumer, Cards & Payments **Department/Function Level 1**: Private Bank **Department/Function Level 2**: Private Bank Asia **Primary Location**: Bangalore **IAR Role** No **CBI...
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Senior Private Banker
3 weeks ago
Mumbai, India Axis Bank Full timeJob Description About Burgundy Private: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients. About the...
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Private Banker
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra Neo Wealth and Asset Management Full timeJoin Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?Build & manage a portfolio of HNI clientsDeliver unbiased, performance-driven...
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Analyst-Banker
17 hours ago
Bengaluru, Karnataka, India Goldman Sachs Services Pvt Ltd Full time ₹ 1,20,000 - ₹ 1,80,000 per yearGBM - Private Dept-Bengaluru-Analyst-Banker - Industry/Country Coverage About Goldman Sachs At 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...
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Bengaluru, Gurugram, Mumbai, India Pylon Management Consulting Full time ₹ 6,00,000 - ₹ 24,00,000 per yearJob Title: Private Banker- HNI SegmentWork Location: Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid)Experience: 5 to 15 yearsIndustry: Financial Services / Wealth TechRole & responsibilitiesJob Description:We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most...
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Bengaluru, Chennai, Cochin / Kochi / Ernakulam, India Quick Turtle Full timeJob Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling...
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▷ Apply in 3 Minutes: Investment Banker
2 weeks ago
Mumbai, India PluginLive Full timeJob Description Job Title: Investment Banker- Associate About Client Associates (CA): Client Associates (CA) is India's first and largest Multi-Family Office, founded over 22 years ago by first-generation private bankers. The firm advises HNI and UHNI families, business owners, and entrepreneurs on preserving and growing their wealth through curated...
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Team Leader
3 weeks ago
Pune, Maharashtra, India, Maharashtra wowJobs Full timeAn established financial institution is seeking experienced and entrepreneurial professionals for a Playing Captain role in Private Wealth Management. This is a unique opportunity for senior wealth managers who are ready to lead from the front—building client relationships while also guiding and developing a high-performing team. Key Responsibilities:1....