Private Banker
2 days ago
Company Description
Atom Privé Financial Services is a boutique private wealth management firm dedicated to serving high-net-worth families with bespoke strategies tailored to their ambitions, values, and legacy goals. With a focus on safeguarding assets, managing risk, and enabling long-term, multi-generational impact, the firm goes beyond returns to deliver true wealth management. The team combines over two decades of financial expertise with advanced technology to deliver sophisticated, multi-asset solutions for individual needs. Atom Privé operates with an entrepreneurial spirit that values independence, collaboration, and ownership, fostering an environment where professionals create meaningful client outcomes and build fulfilling careers.
Role Description
This is a full-time, on-site role for a Private Banker based in Mumbai. The Private Banker will be responsible for managing relationships with high-net-worth clients, creating and implementing tailored investment and wealth management strategies, and monitoring asset performance. Day-to-day tasks include portfolio management, financial advising, risk assessment, and staying updated on market trends. This role requires close collaboration with clients and internal teams to deliver seamless, impactful wealth solutions.
Qualifications
- Expertise in Private Banking, Financial Planning, and Investments
- Strong knowledge of Asset Allocation and Finance
- Proven ability to build, nurture, and manage high-net-worth client relationships
- Excellent communication, analytical, and problem-solving skills
- Proficiency in market research and financial data interpretation
- Master's degree in Finance, Economics, Business Administration, or a related field (preferred)
- Relevant certifications such as CFA, CFP, or equivalent are a plus
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