Private Banker

3 days ago

Mumbai Metropolitan Region, India Neo Wealth Partners Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Company Description

Neo Wealth Partners (NWP) is revolutionizing wealth management where the Banker and the Firm collaborate equally to deliver client solutions. Partners work independently, tailoring their own client engagement while being supported by comprehensive institutional infrastructure. This model fosters sustainable, long-term, client-centric relationships with substantial economic benefits favoring entrepreneurs. Initiated by Neo Group, a strategic asset management and financial advisory platform, NWP aims to provide unbiased, transparent, and cost-effective solutions. Our founders bring over 120 years of combined experience and have managed assets worth more than INR 3 Lakh Crores.

Role Description

This is a full-time on-site role for a Private Banker located in the Mumbai Metropolitan Region. The Private Banker will be responsible for delivering personalized financial solutions to clients, managing investment portfolios, providing asset allocation advice, and ensuring clients' financial goals are met. The role involves extensive client interaction, financial planning, and execution of tailored investment strategies. The Private Banker will collaborate with other team members to offer comprehensive wealth management services and maintain robust client relationships.

Qualifications

  • Financial Planning and Finance skills
  • Experience in Investments and Private Banking
  • Proficiency in Asset Allocation
  • Strong client relationship management and communication skills
  • Ability to work independently and collaboratively
  • Proven track record of managing high-value portfolios
  • Relevant certifications and a Bachelor's degree in Finance, Economics, or a related fieldm

  • Private Banker

    1 day ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 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

    3 days ago

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

    Company DescriptionInCred 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...

  • Private Banker

    2 days ago

    Mumbai, India Jericho Ventures Private Limited Full time

    **Job Role: Private Banker** **Company Description**: Jericho Ventures Private Limited is a boutique financial services firm with headquarters in Mumbai. Founded in the style of a Multi-Family Office, it provides expert, custom-made financial solutions to individuals and families. Our comprehensive range of offerings includes investment instruments across...

  • Private Banker

    6 days ago

    Mumbai, Maharashtra, India Barclays Full time

    Job Title: Private Banker Location: Mumbai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

  • Private Banker

    2 days ago

    Mumbai, Maharashtra, India Equirus Full time

    **Equirus**Wealth Private Limited** **About Equirus** **About Equirus Wealth** **About Equirus Credence Family Office** **Equirus** is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office. **Equirus...

  • Private Banker

    1 week ago

    Mumbai, Maharashtra, India Equirus Full time

    Role Title : Private Banker - AdvisoryLocation : MumbaiQualificatio n: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA .Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in...

  • Private Banker

    2 days ago

    Mumbai, Maharashtra, India Barclays Full time

    Job Title: Private Banker (Singapore) Primary Location: Singapore Hybrid Working Structured hybrid role: **About Private Bank** As the Private Bank we bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record...

  • Private Banker

    1 week ago

    Mumbai, Maharashtra, India Equirus Full time

    Role Title: Private Banker - AdvisoryLocation: MumbaiQualification: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in Portfolio...

  • Private Banker

    3 days ago

    Mumbai, Maharashtra, India Equirus Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Role Title: Private Banker - AdvisoryLocation: MumbaiQualification: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience:Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in Portfolio...

  • Private Banker

    6 days ago

    Mumbai, Maharashtra, India Equirus Full time

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