Sr. Associate-Private Banking Analyst Know the Company : CoinSwitch breaks down the complexities in Crypto, empowering the everyday Indian to make informed investment decisions on a simple and trusted platform. When we started up, Crypto was a field reserved for specialists. Today, over 18 million users trust CoinSwitch to learn, purchase and invest in Crypto. That makes us India's largest crypto app. On CoinSwitch, users can invest in Crypto with a few simple taps, either as a one-time purchase or in regular intervals through an SIP. But simplicity is not a substitute for informed decisions. A CoinSwitch user spends 27 minutes on our app-to learn about Crypto and Web3 through our educational content and understand the market sentiments through CRE8, the Crypto Rupee Index. But we are just getting started. CoinSwitch not only plans to double down on making Crypto accessible to everyone but is on track to become the one-stop wealth-tech destination for every Indian. For more information about CoinSwitch Kuber, find additional resources here: https://linktr.ee/coinswitchcareers About The Role : As a Private Banking Analyst, you will be responsible for working on financial portfolios of HNI and UHNI clients, analysing market conditions and various financial products. Helping Senior RMs in making strategic and tactical portfolio allocations for these What You Will Do : - Leverage your operational background and experience to contribute to a growing business - Work closely with Senior RMs to support their clients on financial planning and portfolio management - Analyze market conditions to form a basis for tactical asset allocation across client portfolios - Manage advisory business implementation and rebalancing - Work on portfolio reviews and reporting for clients on periodic basis - Serve as a key liaison to other areas supporting the Private Banking Business - Plan and manage new account on boarding process - Provide overview of client reporting and web capabilities to potential new clients - Execute, process and reconcile trading and other investment related transactions - Lead or participate in the divisional efforts to improve efficiencies with the Private banking Business What You Should Have : - Working experience of 3-5 years in an Advisory firm or Equity Research house - In depth knowledge of Financial markets and new edge products - Qualified CCA, CFA or MBA Finance as a degree - Must have cleared CIEL or NISM both levels - Excellent with Data Analysis & querying tools such as Advanced Excel, SQL, etc - Knowledge of reporting tools such as Power BI, Tableau etc - Strong verbal & written communication skills Life at CoinSwitch : We take great pride in what we do, and are committed to our mission. And we have a lot of fun while at it! Here's how we do things at CoinSwitch: Customer-first: That's the North Star. Everything we do is to make our users' investment experience better and simplified. Ownership: We don't sport lab coats, but we experiment-a lot. And we take ownership. We even have a catchphrase for this: Think big, fail fast, and build better. Data-driven: The source of truth. Simple as that. Fun: PS5, anyone? Or do you prefer Foosball? Or perhaps Carrom? And yes, our HR team has a whole list of activities: Disco nights, offsites, gift boxes, and more! Speaking of lists, the perks and benefits are so extensive, this space isn't enough. Here are a few: Parenthood: Up to 8 months of Maternity leave and 1 month of Paternity leave Gender Reassignment Surgery: Be the best version of you! We'll support you and reimburse your medical bill. Pet Care/Adoption: A spa day for your pet? That's on us! Wanting to adopt? We're there for you. Pause n' Play: Your OTT subscriptions are on us. Ready to binge-watch?

Bangalore

CoinSwitch - Senior Associate/Analyst - Private Banking 

CoinSwitch - Senior Associate/Analyst - Private Banking  ,Job Description for CoinSwitch - Senior Associate/Analyst - Private Banking  in CoinSwitch Kuber in  Bangalore for (3-5) years of experience. Apply Now!

Job Description for CoinSwitch - Senior Associate/Analyst - Private Banking  in CoinSwitch Kuber in  Bangalore for (3-5) years of experience. Apply Now!