Verified Job
Accounting - Finance
Private Banker
Accounting - Finance
#316993
Remote / WFH
Job Description
We are hiring for a PRIVATE BANKER
The most prevalent part of a private banker's job is to manage their clients' financial circumstances with a focus on maintaining a strong relationship between the client and the company. Private bankers begin managing clients' complex financial matters by evaluating their current financial position. This review involves gathering information about their clients' total assets and providing recommendations on how to position investments and savings to achieve the client's objectives.
Responsibilities
You will be based out of New Delhi working directly with the founder & dialogue with clients to understand their objectives and challenges. Your key deliverable will be acquisition of new client relationships and development/management of existing Private client relationships (TRV> INR 7 crores). You will be involved in portfolio management of HNI/ UHNI/ family offices presenting value proposition to client based on their financial plan.
Qualifications/ Skills
2-10 years of client relationship experience in wealth management/ Investment advisory or private banking
You should be managing upwards of INR 50 crores of Assets Under Management
Candidates should have good communication skills and an attitude to grow & work hard
The most prevalent part of a private banker's job is to manage their clients' financial circumstances with a focus on maintaining a strong relationship between the client and the company. Private bankers begin managing clients' complex financial matters by evaluating their current financial position. This review involves gathering information about their clients' total assets and providing recommendations on how to position investments and savings to achieve the client's objectives.
Responsibilities
You will be based out of New Delhi working directly with the founder & dialogue with clients to understand their objectives and challenges. Your key deliverable will be acquisition of new client relationships and development/management of existing Private client relationships (TRV> INR 7 crores). You will be involved in portfolio management of HNI/ UHNI/ family offices presenting value proposition to client based on their financial plan.
Qualifications/ Skills
2-10 years of client relationship experience in wealth management/ Investment advisory or private banking
You should be managing upwards of INR 50 crores of Assets Under Management
Candidates should have good communication skills and an attitude to grow & work hard
