Private Banker
1 day ago
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 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
14 hours ago
bangalore, India Equirus Full timeRole 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...
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Private Banking Specialist
1 week ago
Bengaluru / Bangalore, Delhi NCR, India beBeeInvestment Full time US$ 1,20,000 - US$ 2,00,000Job OverviewWe are seeking a skilled and experienced Private Banker to join our team in India. As a Private Banker, you will be responsible for providing expert guidance and support to our high net worth clients, helping them achieve their financial goals and objectives.Develop and maintain relationships with existing and potential clients, understanding...
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Investment Advisor
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Bangalore Urban, India Nuvama Private Full timeThe Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...
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Senior Analyst
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Bangalore, India MUFG Full timeAbout Us: MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the...
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Senior Analyst
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Senior Analyst
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Senior Analyst
14 hours ago
bangalore, India MUFG Full timeAbout Us:MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the...
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bangalore, India MUFG Full timeAbout Us:MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the...
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Bangalore, India MUFG Full timeAbout Us: MUFG Bank, Ltd. is Japan’s premier bank, with a global network spanning in more than 40 markets. Outside of Japan, the bank offers an extensive scope of commercial and investment banking products and services to businesses, governments, and individuals worldwide. MUFG Bank’s parent, Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the...
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Senior Analyst
10 hours ago
Bangalore, Karnataka, India MUFG Full timeAbout MUFG Global Service MGS MUFG Bank Ltd is Japan s premier bank with a global network spanning in more than 40 markets Outside of Japan the bank offers an extensive scope of commercial and investment banking products and services to businesses governments and individuals worldwide MUFG Bank s parent Mitsubishi UFJ Financial Group Inc MUFG ...
