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Verified Job Accounting - Finance

Private Banker

New Delhi, Delhi
Accounting - Finance
#317410
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
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