Private Banker
4 days ago
Company Description
At 360 ONE Wealth, we understand that the path to creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put you at the center of everything we do. Understanding the unique needs of different families is what sets us apart.
Role Description
This is a full-time on-site role for a Private Banker, located in Bengaluru. The Private Banker will be responsible for managing client portfolios, providing expert financial planning, investment advice, and asset allocation strategies. The day-to-day tasks include client relationship management, creating customized wealth management solutions, and ensuring client satisfaction through personalized services.
Qualifications
- Financial Planning and Finance skills
- Knowledge of Investments and Asset Allocation strategies
- Experience in Private Banking
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Bachelor's degree in Finance, Economics, or related field
- Relevant certifications (e.g., CFP, CFA) are a plus
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