Private Banker

1 day ago

Mumbai, Maharashtra, India Atom Privé Financial Services Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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

  • Private Banker

    5 days ago

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

    Company DescriptionInCred 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...

  • Private Banker

    2 weeks ago

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

    Company DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...

  • Private Banker

    5 days ago

    Navi Mumbai, Maharashtra, India Boyen Haddin Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionBoyen Haddin is India's leading Human Resource Consulting Company, specializing in senior-level executive search, board consulting, director search, and leadership development. We work closely with both public and private organizations across all industries and regions to build boards and executive teams that can navigate the digital,...

  • Senior Private Banker

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Green Lane Talent Management Full time

    Job Title: Private Banker/Senior Private BankerLocation: Delhi NCR, Mumbai, or BangaloreCompany: Global Private Clients division of a rapidly growing Indian financial firmAbout Us:Join one of India’s leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized financial...

  • Private Banker

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Neo Wealth and Asset Management Full time

    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...

  • Senior Private Banker

    1 week ago

    Mumbai, Maharashtra, India TriGen Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...

  • Investment Banker

    1 day ago

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

    Job Title: Investment Banker- AssociateAbout Client Associates (CA):Client Associates (CA) isIndia's first and largest Multi-Family Office, founded over 22 years ago by first-generation private bankers. The firm advisesHNI and UHNI families, business owners, and entrepreneurson preserving and growing their wealth throughcurated investment opportunitiesacross...

  • Private Equity Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Systematix Group Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Profile: - AVP – PE&MA (IB)Experience – 4 to 6 YearsQualification – CALocation: - BKC. MumbaiAbout the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, includingInvestment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+...

  • Universal Banker

    5 days ago

    Mumbai, Maharashtra, India HSBC Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Within International...

  • Universal Banker Nagpur

    5 days ago

    Mumbai, Maharashtra, India HSBC Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Some careers open more doors than others.   If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you furtherWithin International...