Senior Private Banker

Company DescriptionPL Capital Group - Prabhudas Lilladher, established in 1944, is one of India's most respected financial services providers. Known for its commitment to trust, transparency, and innovation, it has been recognized as one of the Best BFSI Brands in India by The Economic Times in 2022 and 2024. With a client-first approach, the company has...

Company DescriptionMotilal Oswal Private Wealth (MOPW), established in 2007, is part of the reputable Motilal Oswal Group, which has over 37 years of expertise in knowledge-based investing. MOPW specializes in serving Corporate/Institutional clients, High Net Worth Individuals (HNIs), and Ultra High Net Worth Individuals (UHNIs). With a strong foundation in...

Join Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?Build & manage a portfolio of HNI clientsDeliver unbiased, performance-driven...

This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 12-25 LPA)Min Experience: 3 yearsLocation: MumbaiJobType: full-timeThis role focuses on driving the distribution and growth of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS) through private wealth and banking channels. You will play a critical role in building...

Analyze client finances and create tailored wealth strategies. Drive AUM and revenue through client acquisition, conduct regular reviews, share market insights, and adapt portfolios to changing market conditions. Required Candidate profileAnalyze client finances and create tailored wealth strategies. Drive AUM and revenue through client acquisition, conduct...

International Wealth and Personal Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support...

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and...

Company DescriptionClient Associates (CA) is India's first and largest "Multi Family Office Firm" founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...

Summary of the position:Financial and credit analysis and writing of corporate credit filesDetermining risk ratings in the rating toolsIssuing of risk opinion or risk conclusion on the credit requestsParticipation in the Local Credit CommitteesCo-ordinate with Regional and HO risk analyst teamsMonitoring of the economic and financial evolution of...

SVP/VP/ AVP / Relationship Managers - Private Wealth Managers/Private Bankers1) Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.2) Acquiring, Deepening and Retaining HNI / UHNI clients 3) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm.4)...