Private Banker - Mumbai, Maharashtra

This role involves establishing and nurturing relationships with high-net-worth clients, providing personalized financial planning and wealth management services. · ...

This is a full-time on-site role located in the Mumbai Metropolitan Region for a Private Banker. · Managing relationships with high-net-worth clients · Understanding their financial goals and designing bespoke wealth management strategies · ...

Nexedge is a multi-family office working closely with promoter families and Ultra High Net Worth individuals, · Nexedge is looking for a Private Banker to create tailored financial plans and manage client portfolios. · The ideal candidate will have expertise in Investments and As ...

This is a full-time on-site role based in the Mumbai Metropolitan Region for a Private Banker. The Private Banker will be responsible for establishing and nurturing relationships with high-net-worth clients, providing personalized financial planning and wealth management services ...

The Private Banker will be responsible for creating tailored financial plans, managing client portfolios, and providing investment advice to UHNI clients. · We operate an open-architecture, research-led model, advising families across business assets, financial capital, real asse ...

Join Neo – Redefining Wealth Management Are you a banker who wants to build not just maintain? · At Neo we're reshaping wealth management for India's next generation of HNI clients · 5–10 years' experience in wealth management/private banking · Proven track record of client trus ...

Analyze client finances and create tailored wealth strategies with the goal of driving AUM and revenue through client acquisition · Conduct regular reviews/li> ...

This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. · Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank.Achieve organizational obj ...

+This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank.Nurture end-to-end customer relationships by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank. · ...

Join one of India's leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized financial solutions to our valued clients. · ...

Job Opportunity at Prime Trigen Wealth Limited. We're seeking experienced Private Bankers in Mumbai with years in Wealth Management, Asset Management Companies, or Broking firms. · Key Qualifications include Strong skills in client management, building AUM books and acquiring cli ...

IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region. · ...

Join one of India's leading financial firms as we expand our Global Private Clients division. · Build and nurture strong relationships with high-net-worth clients. · Drive the expansion of Assets Under Management (AUM) by identifying new business opportunities. · ...

We're seeking experienced Private Bankers in Mumbai with years in Wealth Management, · Absent any salary information from the job description it is assumed to be a high paying role. · Manage and nurture comprehensive client relationships,Serve as a single point of contact for cli ...

IDFC FIRST Bank seeks a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region. · IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region.The ideal ...

IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/ Partner to join our First Private team in the West region. · ...

Senior Private Banker Job Responsibilities include Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth PMS and AIF fund related que ...

Build and nurture long-term relationships with clients and their families to understand their financial goals risk appetite and preferences. · ...

Acquiring, Deepening and Retaining HNI UHNI clients by generating revenue through promoting various financial products such as Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. · ...

We are hiring for the role of SVP/ VP/ AVP/ Relationship Manager/ Private Bankers. The incumbent will be responsible for managing and growing high-value client relationships while delivering customized financial solutions. · The ideal candidate should demonstrate integrity, clien ...