Private Banker

24 hours ago

Mumbai, Maharashtra, India InCred Wealth Full time US$ 90,000 - US$ 1,20,000 per year

Company Description

InCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite that is tethered to in-depth research, powered by technology, and delivered by a highly experienced and committed team. Our products and services include investment solutions across equity, fixed income, and alternatives, a sophisticated technology platform for advanced portfolio monitoring, investment banking solutions through InCred Capital, and estate planning services. InCred Wealth & Investment Services Private Limited is an AMFI-registered mutual fund distributor, with some services offered through group companies.

Role Description

This is a full-time on-site role for a Private Banker, located in Mumbai. The Private Banker will be responsible for providing personalized financial services to high-net-worth individuals, developing and executing comprehensive financial plans, managing client investment portfolios, and delivering exceptional client service. Daily tasks will include advising clients on wealth management, asset allocation, and investment strategies, as well as staying updated on market trends and regulatory changes to provide informed recommendations.

Qualifications

  • Financial Planning, Private Banking, Finance skills
  • Experience in Investments and Asset Allocation
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to build and maintain relationships with clients
  • Professional certifications such as CFA or CFP are advantageous
  • Bachelor's degree in Finance, Economics, Business, or a related field

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