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

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