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Himani Wali

Co-Founder at Talengage

Last Login: 25 May 2024

Job Views:  
3085
Applications:  604
Recruiter Actions:  603

Job Code

1410797

Private Banker/Senior Private Banker - Family Office

6 - 15 Years.Delhi NCR/Mumbai/Kolkata/Hyderabad
Posted 1 week ago
Posted 1 week ago

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

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Posted By

user_img

Himani Wali

Co-Founder at Talengage

Last Login: 25 May 2024

Job Views:  
3085
Applications:  604
Recruiter Actions:  603

Job Code

1410797

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