Private Banker/Senior Private Banker - Family Office

Department Icon BFSI (Operations & Lending)
Posted: 3 weeks ago
6-15 years
Delhi NCR,Mumbai,Kolkata,Hyderabad
BFSI (Operations & Lending)
work from office
Full Time
Closes 21 Nov 2026

Posted: 3 weeks ago
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Job Description

  • About the company :
  • 1. Winner "Best Multi Family Office" In India at the AIWMI, India Wealth Awards 2018
  • 2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008
  • 3. Winner of Citywealth Asian Family Office of the Year,2011
  • 4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009
  • Job Responsibilities :
  • - Manage relationships with ultra HNI's
  • Acquire new relationships and build networks across the wealth ecosystem
  • Build internal & external partnerships to grow the practice
  • Conceptualize and execute initiatives required to grow the practice
  • Asset allocation analysis & Financial Planning
  • Advising clients on suitable investment ideas

Desired Candidate Profile:

- Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

  • Should be passionate about Wealth Management and impacting clients
  • Should be relationship oriented with good inter-personal and people skills
  • Should have the DNA for client centricity and quality
  • Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player

Skills

BankingPrivate BankingBFSI SalesWealth ManagementClient RelationshipsSalesAsset AllocationWealthWealth Management

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