Private Banker
21 hours ago
Company Description
Spark PWM Private Limited, a subsidiary of Spark Capital Advisors (India) Limited, extends the core DNA of Spark Capital - Knowledge, Integrity, Trust & Transparency. We assist affluent families, business owners, family offices, new age entrepreneurs, and CXOs in navigating opportunities and risks. Our products and services are designed to help clients seamlessly create, preserve, and transition their wealth across generations, backed by a robust Investment Policy Framework, best-in-class research, and superior execution.
Role Description
This is a full-time on-site role for a Private Banker based in Chennai. The Private Banker will be responsible for providing comprehensive financial planning and advice, managing investments, and offering private banking services. Day-to-day tasks include developing and implementing strategies for asset allocation, building and maintaining client relationships, analyzing financial data, and ensuring exceptional service delivery.
Qualifications
- Skills in Financial Planning and Finance
- Experience in Investments, Private Banking, and Asset Allocation
- Strong analytical and problem-solving abilities
- Excellent interpersonal and communication skills
- A high degree of professionalism and confidentiality
- Relevant certifications or qualifications in finance or related field
- Ability to work independently and as part of a team
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