Personal Wealth Strategist

2 days ago


Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Private Banker Job Description

As a Private Banker, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks. You will work closely with clients to understand their financial goals, provide tailored advice, and ensure the effective management of their wealth.

  • true Financial Planning and Finance skills
  • Experience in Investments and Asset Allocation
  • Expertise in Private Banking
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain long-term client relationships
Ideal Candidate Profile
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFA or CFP are a plus
  • Experience in the financial services industry, particularly in wealth management, is highly desirable


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