Job Description
Role title : Private Banker - Advisory
Location : Bangalore
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 and Responsibilities :
The candidate should have experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs. He/She will serve as a one point of contact for clients and will lead the overall engagement from the platform cutting across areas related to wealth management, business advisory, mentorship, tax and estate planning, family governance, amongst others.
- Use financi...
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