Senior Investment Counsellor

4 days ago

Delhi NCR Bengaluru Bangalore, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

**Private Banker Role Overview**

This is an exciting opportunity to join a leading private banking organization and work with ultra-high net worth individuals and family offices. The successful candidate will have extensive experience in investment counselling, advisory, and management, with a strong knowledge of Indian and global markets.

**Key Responsibilities:**

  • Provide expert guidance on specific financial products and services to clients and colleagues.
  • Analyze market trends, regulatory requirements, and customer feedback to support product development and improve offerings.
  • Respond to client inquiries, attend meetings, and understand complex financial circumstances to provide suitable product solutions.
  • Presentation of financial products to potential clients, building trust, and encouraging adoption.
  • Collaborate with the team to develop and execute marketing materials for financial products.

**Preferred Candidate Profile:**

The ideal candidate will have long-term investment counselling, advisory, and/or management experience centred in India. They should have thorough knowledge of Indian and global markets, as well as private banking and wealth management regulations in India.

Desirable skills include senior roles in PB&WM franchises in India, demonstrated ability to build and grow investments businesses, and great collaboration and relationship management qualities.

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