
Private Banker
22 hours ago
Role Title : Private Banker - AdvisoryLocation : MumbaiQualificatio n: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA .Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs. He/She will serve as a one point of contact for clients and will lead the overall engagement from the platform cutting across areas related to wealth management, business advisory, mentorship, tax and estate planning, family governance, amongst others.Use financial acumen and expertise to understand the client’s risk appetite, short term, and long-term goals.Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes – domestic and offshore.Monitoring/benchmarking and reviewing client portfolios.Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the full platform.Focus on building relationships by understanding various investment and family office related needs and offer solutions through in-house & external domain partners.Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired.Build an individual balance sheet.
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Private Banker
1 week ago
Mumbai Metropolitan Region, India Neo Wealth Partners Full time ₹ 5,00,000 - ₹ 10,00,000 per yearCompany DescriptionNeo Wealth Partners (NWP) is revolutionizing wealth management where the Banker and the Firm collaborate equally to deliver client solutions. Partners work independently, tailoring their own client engagement while being supported by comprehensive institutional infrastructure. This model fosters sustainable, long-term, client-centric...
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Private Banker
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...
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Private Banker
1 week ago
Mumbai, Maharashtra, India InCred Wealth Full time US$ 90,000 - US$ 1,20,000 per yearCompany DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our...
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Private Banker
1 week ago
Mumbai, India Jericho Ventures Private Limited Full time**Job Role: Private Banker** **Company Description**: Jericho Ventures Private Limited is a boutique financial services firm with headquarters in Mumbai. Founded in the style of a Multi-Family Office, it provides expert, custom-made financial solutions to individuals and families. Our comprehensive range of offerings includes investment instruments across...
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Private Banker
2 weeks ago
Mumbai, Maharashtra, India Barclays Full timeJob Title: Private Banker Location: Mumbai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...
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Private Banker
1 week ago
Mumbai, Maharashtra, India Equirus Full time**Equirus**Wealth Private Limited** **About Equirus** **About Equirus Wealth** **About Equirus Credence Family Office** **Equirus** is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office. **Equirus...
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Private Banker
1 week ago
Mumbai, Maharashtra, India Barclays Full timeJob Title: Private Banker (Singapore) Primary Location: Singapore Hybrid Working Structured hybrid role: **About Private Bank** As the Private Bank we bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record...
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Private Banker
2 weeks ago
Mumbai, Maharashtra, India Equirus Full timeRole Title: Private Banker - AdvisoryLocation: MumbaiQualification: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in Portfolio...
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Private Banker
1 week ago
Mumbai, Maharashtra, India Equirus Full time ₹ 15,00,000 - ₹ 20,00,000 per yearRole Title: Private Banker - AdvisoryLocation: MumbaiQualification: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience:Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in Portfolio...
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Private Banker
1 week ago
Mumbai, Maharashtra, India Equirus Full timeRole Title: Private Banker - AdvisoryLocation: MumbaiQualification: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in Portfolio...