Emkay Global Financial Services Specialist

3 weeks ago


Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time
Job Summary:

We are seeking a skilled Private Wealth Manager to join our team at Emkay Global Financial Services Ltd in Mumbai. As a key member of our private banking team, you will be responsible for acquiring and managing high-net-worth clients, providing financial planning and portfolio services, and executing transactions based on client needs.

About the Role:

This is an exciting opportunity to work with a leading financial services firm and contribute to the growth of our wealth management business. Your primary focus will be on customer acquisition, financial planning, and portfolio management. You will also be responsible for ensuring adherence to internal and external financial advisory guidelines and risk policies.

In this role, you will have the opportunity to work closely with clients to understand their financial goals and objectives, provide tailored solutions to meet their needs, and develop strong relationships to drive long-term revenue growth.

You will also be part of a dynamic team that strives to deliver exceptional client service and exceed expectations. If you are a motivated and results-driven individual with excellent communication skills and a passion for financial services, we encourage you to apply.

Key Responsibilities:
  • Acquire and manage high-net-worth clients, including private bankers and senior private bankers
  • Provide financial planning and portfolio services to clients
  • Execute transactions based on client needs
  • Ensure adherence to internal and external financial advisory guidelines and risk policies
Requirements:

To be successful in this role, you should possess the following skills and qualifications:

  • Bachelor's degree in Finance, Economics, or a related field
  • 8+ years of experience in private banking or a related field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
Benefits:

We offer a competitive salary range of ₹60 lakhs - ₹1 crore per annum, depending on experience, plus additional benefits such as health insurance, retirement plan, and paid time off.

If you are passionate about financial services and eager to take on new challenges, we invite you to explore this opportunity further.



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