Private Banker
1 week ago
**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 Wealth** is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates. **Equirus Credence family office Pvt Ltd was born out of a merger with Credence Family Office.**Credence family office is a premier multi-family office set up with a > 15-year vintage and track record. The practice has clients in 6 + countries, 30 + different cities and counts leading entrepreneurs, sports men/women and influencers amongst its clientele. - Cumulatively, the near 200-member team has over 2.2 billion$ of assets under it’s care serviced through 15+ offices. **Position / Role Title** - Private Banker - Advisory **Job description** **Roles and Responsibilities**: - 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. **We take pride in being an equal opportunity employer. All employment is decided based on merit, need of the business, qualifications, and desired skill set.** **Location** - Bangalore / Chennai / Mumbai **Role Requirement** - Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services. - CA/CFA/ MBA/Postgraduate in economics from a reputed Institute. - Understanding of the capital markets (Domestic & global)/ Real estate/ Tax/Estate planning/Consulting/Business advisory verticals **About the Job**: - Salary: - Negotiable Company: - Equirus Role: - Private Banker Category: - Wealth Product **Location**: - Bangalore, Chennai, Mumbai, India, Asia Employment Type: - Full time
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