This job offer is not available in your country.
Private Banker
Trust Investment Advisors Private LimitedPune, India3 days ago
Job descriptionBuild and maintain strong relationships with HNW clients. Provide tailored financial advice and banking solutions. Identify cross-selling opportunities across investment, lending, and estate planning. Ensure compliance with regulatory standards and internal policies. Collaborate with internal specialists to deliver a holistic client experience.
Job Title : Private Banker
Job Summary :
- We are seeking a client-focused and results-driven Private Banker to manage and grow a portfolio of high-net-worth individuals.
- The role involves delivering personalized financial solutions, deepening client relationships, and providing expert advice on investments, credit, and wealth planning.
Key Responsibilities :
(ref : iimjobs.com)
Create a job alert for this search
Private Banker • Pune, India
Related jobs
SAP Banking Consultant / FSCM Consultant.Bank Communication Management (BCM).Design and deliver solutions for.Collections on Behalf Of (COBO).
Strong interpersonal and communication skills.Proven abil...Show moreLast updated: 1 hour ago
- Promoted
F2F- Jade Pune ofc -11th oct - Oracle fusion Finance Functional
Jade GlobalPune, Maharashtra, India Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, or related field.Oracle Financial Functional Consultant.
Oracle EBS or Fusion Cloud Financials.Deep understanding of fi...Show moreLast updated: 9 days ago
- Promoted
- New!
Oracle Fusion Finance Functional Lead
Hiresquad ResourcesPune, IN Job Role : Oracle Cloud Finance Functional Lead.Financial Accounting Hub(FAH), AP, AR, Expense, GL.Interested candidates can mail their cv at simmi@hiresquad.
Oracle ERP / Cloud experience with functio...Show moreLast updated: 1 hour ago
- Promoted
- New!
Poonawalla Fincorp - Lead - Finance
Ponnawala FincorpPune, India Lead - Finance Overview : The incumbent will be responsible for ensuring accuracy and integrity in financial reporting, general ledger man...Show moreLast updated: 17 hours ago
- Promoted
- New!
Investment Associate
P4 CapitalPune, IN We are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities.Our investment approach is long-term, value-driven, and deeply rooted in fundamental...Show moreLast updated: 1 hour ago
- Promoted
- New!
SAP Banking Consultant - Remote contract - Freelance
RED GlobalPune, INRemote
- Promoted
Trader
GoQuantPune, IN Trader – GoQuant Technologies Inc.GoQuant develops solutions that make life easier and more profitable for digital asset traders and researchers.
We do so primarily by increasing transparency, boost...Show moreLast updated: 30+ days ago
- Promoted
Loan Processor (Australia)
Global Assistpune, maharashtra, in Welcome to Global Assist (GA)! At GA, we specialize in providing offshore staffing solutions to businesses across various industries, including mortgage broking, accounting, taxation, and other bus...Show moreLast updated: 30+ days ago
- Promoted
Finance Executive
BeyondSeedpune, maharashtra, in Finance Executive to support our Finance and Administrative functions.This opportunity offers hands-on experience in a dynamic work environment with exposure to core financial and administrative op...Show moreLast updated: 9 days ago
- Promoted
Strategic Investment Specialist
beBeeInvestmentPune, Maharashtra, India Strategic Investment Specialist.This role requires a seasoned professional to spearhead strategic investment initiatives.
Foster collaborative relationships with cross-functional teams to drive busi...Show moreLast updated: 1 day ago
- Promoted
Banking Specialist
Tech MahindraPune, Maharashtra, India Title : Senior Core Banking Specialist – Finastra Equation.Offshore Location : Any TechM (Bangalore / Chennai / Hyderabad / Pune)- For Initial day till Visa Processing time.
We are seeking an experienced Co...Show moreLast updated: 14 days ago
- Promoted
FOREX INVESTOR
FOREX INVESTMENTPune, IN We suggest you enter details here.This is a contract remote role for a FOREX Investor at FOREX INVESTMENT.The Investor will be responsible for tasks related to Escrow, Communication, Customer Servi...Show moreLast updated: 30+ days ago
- Promoted
Associate Executive - Finance
Persistent SystemsPune, Maharashtra, India We are seeking a dynamic and detail-oriented Executive with a strong background in Commerce or inter CA, and hands-on experience in GST compliances and refunds.
The ideal candidate will have 2-3 yea...Show moreLast updated: 22 days ago
- Promoted
Executive - Pricing Finance
BirlasoftPune, Maharashtra, India Birlasoft is a global technology company enabling “next-generation” digital transformation through expertise in Cloud, AI, Data, and enterprise solutions.
Combining industry proficiency with advance...Show moreLast updated: 10 days ago
- Promoted
Financial Advisor
Tata AIA LifePune, IN TATA AIA is a Life Insurance company and a part of TATA group.As the industry is flourishing, so is our brand.Training will be provided to become a Financial Advisor, and you will be responsible fo...Show moreLast updated: 22 days ago
- Promoted
- New!
Workday Finance
Lorven Technologies Inc.Pune, IN Experience in the implementation, configuration, and maintenance of Workday Financial Management modules.Support financial operations by ensuring accurate and timely processing of financial transac...Show moreLast updated: 1 hour ago
- Promoted
Finance Lead
EmeritusPune, IN Emeritus is committed to teaching the skills of the future by making high-quality education accessible and affordable to individuals, companies, and governments around the world.It does this by col...Show moreLast updated: 21 days ago
- Promoted
Investment Banking Associate
ConfidentialPune Middle Office - IC1Responsible for processing, monitoring, researching and analyzing transactions and resolving non-complex inquiries.
May coordinate with both internal stakeholders and external sta...Show moreLast updated: 22 days ago
- Promoted
Investment Banking Intern
Marquee Fellowship Programpune, maharashtra, in Work at the Intersection of Startups, Finance, and Global Growth.Our platform bridges ambitious startups with global investors.
As an Investment Banking Intern, you’ll contribute to real deals, eval...Show moreLast updated: 30+ days ago