Private Banker
3 weeks 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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Private Banker
2 weeks ago
Bengaluru, India Barclays Full timeJob Title: Private Banker Location: Bangalore About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...
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UHNI Private Banker
3 days ago
Bengaluru, India Michael Page Full timeOpportunity to create wealth for yourself and lead the private banking business. Be a part of a global private banking platform with a robust product offering. About Our Client A leading specialised private banking firm with a global set up across 20 countries which specialises into investment banking, institutional equities, asset management, private...
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VP- Private Banker
2 days ago
Prestige Meridian, Bengaluru, India Barclays Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob DescriptionPurpose of the roleTo establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. AccountabilitiesManagement of client relationships to identify the clients financial goals, challenges, and risk...
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Personal Banker Sales
1 week ago
Bengaluru, India HDFC Bank Limited Full timeJob Description Company Description HDFC Bank Limited is India's largest private sector bank by assets and a global leader in market capitalization within the banking sector. Headquartered in Mumbai, the bank became the world's fifth largest by market capitalization in 2023 after its merger with HDFC. With a market capitalization of $150 billion, HDFC Bank...
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Investment Banker
3 weeks ago
Noida, India 2A Company Full timeJob Description Company Description 2A Company is a Real Estate Investment Firm providing comprehensive services in private equity, investment advisory, asset management, mergers and acquisitions, and specialized funding. We focus on meeting the evolving needs of our clients, offering a wide range of real estate services with a commitment to timely delivery....
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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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Bengaluru, India Goldman Sachs Full timeAbout 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 that includes corporations, financial institutions, governments and...
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Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 6,00,000 - ₹ 18,00,000 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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Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 12,00,000 - ₹ 36,00,000 per yearDescriptionAbout 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...
