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Private Banker
Trust Investment Advisors Private LimitedMumbai, India2 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)
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Private Banker • Mumbai, India
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