Private Banker

4 days ago

Mumbai, Maharashtra, India Seenrecruit Full time ₹ 20,00,000 - ₹ 45,00,000 per year

Company Description

Hiring for multiple NBFC's and banks.

Role Description

This is a full-time hybrid role for a Private Banker based in Mumbai. The Private Banker will be responsible for managing high-net-worth clients, offering financial planning and investment advice, creating customized asset allocation strategies, and ensuring clients' financial goals are met. Additional responsibilities include providing personalised banking services, building and maintaining client relationships, and staying informed about market trends and financial regulations.

Qualifications

  • Strong skills in Financial Planning and Finance
  • Experience with Investments and Asset Allocation
  • Expertise in Private Banking
  • Excellent client relationship management skills
  • Ability to work independently and in a team environment
  • Bachelor's degree in Finance, Economics, Business Administration, or related field
  • Relevant certifications such as CFA or CFP are a plus

Existing CTC Starting from 25 LPA to 45 LPA.

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India Motilal Oswal Private Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionMotilal Oswal Private Wealth (MOPW), part of the renowned Motilal Oswal Group, is recognized for its knowledge-based investing and proven track record spanning over 37 years. Established in 2007, MOPW specializes in serving Corporates, Institutions, High Net Worth, and Ultra High Net Worth Individuals. With a strong foundation in research,...

  • Senior Private Banker

    6 days ago

    Mumbai, Maharashtra, India PL Capital Group (Prabhudas Lilladher) Full time ₹ 85,00,000 - ₹ 2,20,00,000 per year

    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...

  • Senior Private Banker

    1 week ago

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

    Job Title: Private Banker/Senior Private BankerLocation: Mumbai, Bangalore, DelhiCompany: 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 solutions to...

  • Universal Banker

    6 hours ago

    Mumbai, Maharashtra, India HSBC Full time

    International Wealth and Premier 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 individuals,...

  • Universal Banker

    6 days ago

    Mumbai, Maharashtra, India HSBC Full time US$ 60,000 - US$ 1,20,000 per year

    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...

  • Universal Banker

    6 hours ago

    Mumbai, Maharashtra, India HSBC Full time

    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...

  • Private Equity Specialist

    3 hours ago

    Mumbai, Maharashtra, India Systematix Group Full time

    Profile: - Associate/ Sr. Associate AVPReports to: - CIOLocation:- 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+ experienced...

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Equirus Full time

    Qualification: CA/CFA/ MBA/Postgraduate in economics from a reputed Institute.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Location: Mumbai/BangaloreRoles & Responsibilities: The candidate should have experience in Portfolio management and/or financial advisory...

  • Universal Banker Nagpur

    7 hours ago

    Mumbai, Maharashtra, India HSBC Full time

    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...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Ladderup Asset Managers Private Limited Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    We're a fast-growingmulti-family officemanaging ₹2,500+ Cr in AUM, working exclusively with UHNI clients across India and the Middle East.Not into the retail game. No product-pushing. Just deep, strategic relationships.Why Join Us? RMs manage ₹200+ Cr within 3 years Direct mentorship from our MD (30+ yrs of experience) Research-led, advisory-first...