Private Banker
3 days ago
Company Description
TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and expertise, emphasizes professionalism, transparency, and client-centricity. With a commitment to regulatory standards, TriGen Wealth aims to set new benchmarks in private wealth services through professionalism, collaboration, and innovation.
Role Description
This is a full-time on-site role for a Private Banker at TriGen Wealth located in Bengaluru. The Private Banker will be responsible for managing and growing high-net-worth client relationships, developing customized financial plans, and providing strategic investment advice. Daily tasks will include researching and recommending investment opportunities, overseeing asset allocation, and coordinating with internal teams to ensure seamless service delivery. The role requires maintaining compliance with regulatory standards and staying updated on market trends and financial products.
Qualifications
- Financial Planning and Finance skills
- Experience in Investments and Private Banking
- Asset Allocation expertise
- Strong analytical and problem-solving skills
- Excellent communication and client relationship management skills
- Bachelor's degree in Finance, Economics, Business, or related field; advanced degree or certifications (e.g., CFA, CFP) are a plus
- Minimum of 5 years of relevant experience in wealth management or financial planning
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