Private Banker

2 weeks 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 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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