Private Banker

4 days ago

Bengaluru, India Equirus Full time

Role title : Private Banker - AdvisoryLocation : BangaloreQualification : 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 and 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.

  • Private Banker

    2 weeks ago

    Bengaluru, India Barclays Full time

    Job Title: Private Banker Location: Bangalore 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...

  • Private Banker

    3 days ago

    Bengaluru, India Equirus Full time

    Role title: Private Banker - Advisory Location: Bangalore Qualification: 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 and Responsibilities: The candidate should have...

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India Equirus Full time

    Job DescriptionRole title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities:The candidate should have...

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India Equirus Full time

    Role title: Private Banker - Advisory Location: Bangalore Qualification: 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 and Responsibilities: The candidate should have experience in...

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India Equirus Full time

    Role title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities: The candidate should have experience in...

  • Private Banker

    1 week ago

    Bengaluru, Karnataka, India Equirus Full time

    Role title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities: The candidate should have experience in...

  • UHNI Private Banker

    4 days ago

    Bengaluru, India Michael Page Full time

    Opportunity to create wealth for yourself and lead the private banking business.Be a part of a global private banking platform with a robust product offering.About Our ClientA leading specialised private banking firm with a global set up across 20 countries which specialises into investment banking, institutional equities, asset management, private banking,...

  • Private Banker

    3 days ago

    Bengaluru, India Equirus Full time

    Role title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities: The candidate should have experience in...

  • Private Banker

    4 days ago

    Bengaluru, India Equirus Full time

    Role title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities: The candidate should have experience in...

  • Private Banker

    4 days ago

    Bengaluru, India Equirus Full time

    Role title: Private Banker - AdvisoryLocation: BangaloreQualification: 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 and Responsibilities: The candidate should have experience in...