Private Banker

2 days ago

Mumbai, Maharashtra, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Company Description

InCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indians worldwide. We cater to UHNI & HNI clients with a comprehensive investment product suite supported by in-depth research, advanced technology, and a highly experienced team. Our offerings include a diverse range of investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for advanced portfolio monitoring, investment banking solutions via InCred Capital, and estate planning services. InCred Wealth & Investment Services Private Limited is an AMFI registered mutual fund distributor.

Role Description

This is a full-time, on-site role for a Private Banker located in Mumbai. The Private Banker will be responsible for managing and growing a portfolio of high-net-worth clients. The role includes developing personalized financial strategies, advising clients on investments, financial planning, and portfolio management. The Private Banker will also evaluate and monitor clients' financial needs, provide recommendations on asset allocation, and ensure compliance with regulations.

Qualifications

  • Financial Planning, Finance, and Investments skills
  • Experience in Private Banking
  • Knowledge of Asset Allocation strategies
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Economics, or a related field
  • Certifications such as CFA or CFP are an advantage

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