Private Wealth Advisor

2 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000

Unlock Your Potential as a Private Wealth Advisor


Job Description:
We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.
Required Skills and Qualifications:
To succeed in this role, you must have a strong educational background, preferably an MBA or Postgraduate in economics from a reputable institution. You should also have at least 10-15 years of experience in portfolio management, banking, wealth management, and/or financial advisory services.
Key Responsibilities:
The ideal candidate should possess excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients. You will be expected to use your financial acumen and expertise to understand client risk appetites, short-term, and long-term goals, and provide tailored investment solutions.
Benefits:
As a Private Banker, you will enjoy a challenging and rewarding career with opportunities for growth and development. You will be part of a dynamic team that values innovation and excellence.
Other Responsibilities:
In addition to managing client portfolios, you will be responsible for monitoring/benchmarking and reviewing client portfolios, providing seamless experiences by coordinating with multiple teams, and building individual balance sheets.

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