Senior Private Banker

- Develop and implement customised investment and financial plans aligned to client/family goals, risk profile and liquidity needs.

- Monitor portfolios, review performance and rebalance across asset classes (equity, debt, alternatives, structured products, PMS/AIF, real estate, etc.)

- Lead periodic client/family meetings, prepare reports, MIS and presentations, and ensure timely, high-quality communication

- Coordinate with lawyers, tax advisors, trustees and bankers on estate planning, trusts, holding structures and governance frameworks.

- Ensure compliance with regulatory norms, internal policies, documentation and risk management standards.

For Family Office Focus:

- Act as primary point of contact for all family members, handling financial, administrative and lifestyle requirements.

- Oversee consolidated reporting of family wealth: investment entities, operating companies, real estate, philanthropy and personal assets.

- Support succession planning, next- gen engagement, family charters and governance processes