int(7806)
Mumbai, Bangalore, Delhi NCR, Chennai, Kolkata, Hyderabad, India

Private Banker

Our client is an international financial services provider engaged in personal banking, credit cards, corporate and investment banking, and wealth management with an extensive presence in Europe, the Americas, Africa, and Asia.

Actively seeking an experienced Private Banker with extensive experience in servicing the financial needs of high net-worth client base.

 

Please contact Punit Somaiya or email your cv directly in word format to bankingandfinance-in@theedgepartnership.com

 

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful.

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Key responsibilities

  • Should be a high-profile negotiator with ability to achieve positive outcomes that benefit the company & contribute to strengthen client relationships.
  • Identify, develop, and secure new relationships through personal and client referrals.
  • Should have in-depth understanding of client’s needs and advising on a diverse range of wealth management solutions.
  • Provide comprehensive Private banking solutions by managing Family Office, Business Families, Entrepreneurs, Senior professionals across asset classes and Estate Planning Services.

Role requirements

  • At least 15+ years of relevant experience in Private Banking Client Facing role or similar environment.
  • Good understanding of products and different asset classes.
  • International experience an added advantage for this opportunity.
  • Should have strong experience in portfolio management / advisory with strong understanding of financial analysis & cash flow management.
  • Strong communication and influencing skills required to be successful in this role.
  • Strong inter-personal skills and evidence of working across teams and geographies to produce timely and accurate output.