Private banker
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Job Location:
Chandigarh - India
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Understand clients investment needs in detail and create long-term asset allocation strategies aligned with their financial goals.
Acquire and advise HNI / UHNI clients across multiple asset classes including Equities Debt Mutual Funds Alternate Investments PMS and AIFs.
Advise clients in coordination with in-house experts on Corporate Finance M&A Private Equity and other strategic investment opportunities.
Manage complete client investment portfolios with a strong focus on asset allocation wealth preservation and family wealth management.
Build and manage strong client relationships while driving AUM growth from preferred and HNI client segments.
Coordinate closely with Product and Research teams to deliver suitable investment recommendations as per clients financial requirements and risk profiles.
Strong understanding of Equities (mandatory) Mutual Funds Tax Planning Financial Planning Profiling Fixed Income products and Exotic / Structured products.
Prior experience in advising clients across multiple asset classes and investment products.
Candidates must have experience working in a Private Banking / Wealth Management setup as Relationship Managers or Wealth Advisors.
Required Skills:
Wealth ManagementHNI / UHNI Client Handling Equities Mutual Funds PMS AIF
