Global Private Banker for Wealth Management

1 month ago


Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time
Role Overview

As a Global Private Banker for Wealth Management at Emkay Global Financial Services Ltd, you will be responsible for delivering exceptional client experiences and driving revenue growth through strategic wealth management solutions. You will be accountable for building and maintaining relationships with high net worth individuals, providing tailored financial planning and portfolio services, and executing transactions to meet client needs.

Key Responsibilities
  • Customer Acquisition: Acquire new high net worth clients with investable surplus of 1 Cr. - 5 Cr and above.
  • Financial Planning and Portfolio Services: Provide customized financial planning and portfolio services to clients, including execution of transactions and management of private wealth, PMS, and AIF funds.
  • Relationship Management: Build and maintain strong relationships with clients, ensuring delivery of exceptional client experiences and driving revenue growth through strategic wealth management solutions.


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