Talent.com
Senior Private Banker
Senior Private BankerGreen Lane Talent Management • Kannur, IN
No longer accepting applications
Senior Private Banker

Senior Private Banker

Green Lane Talent Management • Kannur, IN
5 days ago
Job description

Job Title : Private Banker / Senior Private BankerLocation : Bangalore (Mumbai, Delhi positions are also available)

Company : Global Private Clients division of a rapidly growing Indian financial firm

About Us : Join one of India’s leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized financial solutions to our valued clients.

Key Responsibilities :

  • Sales and Relationship Management : Build and nurture strong relationships with high-net-worth clients, understanding their financial goals and investment preferences.
  • AUM Growth : Drive the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions.
  • Investment Advisory : Offer expert investment advice and financial planning services, using market insights to craft tailored portfolios.
  • Collaboration : Work with internal teams—including wealth management, research, and compliance—to deliver comprehensive financial solutions.
  • Market Analysis : Keep abreast of market trends and economic developments to guide investment strategies and provide timely advice.
  • Client Engagement : Conduct regular meetings, presentations, and events to enhance client engagement and satisfaction.

Qualifications :

  • Proven experience as a Private Banker or in a similar client-facing role within financial services. Minimum investment book size of INR100cr.
  • Strong track record in managing client relationships and increasing AUM.
  • Deep knowledge of investment products, financial markets, and wealth management strategies.
  • Excellent communication and interpersonal skills to connect with high-net-worth individuals.
  • Bachelor's degree in Finance, Business, or related field; advanced degrees or certifications (CFA, CFP) are a plus.
  • Why Join Us?

  • Career Growth : Be part of a rapidly expanding Global Private Clients division with opportunities for professional development.
  • Dynamic Environment : Collaborate with industry leaders in an innovative and supportive setting.
  • Competitive Salary : Receive an attractive salary and performance-based incentives.
  • If you're a motivated professional eager to advance your career in private banking, we encourage you to apply and be part of our success story!

    #PrivateBanking #WealthManagement #FinanceJobs #CareerOpportunities #HighNetWorth #InvestmentAdvisory #AUM #MumbaiJobs #DelhiJobs #BangaloreJobs #FinancialServices #JoinUs

    Create a job alert for this search

    Private Banker • Kannur, IN

    Related jobs
    Senior Investment Professional

    Senior Investment Professional

    SLK • Kannur, IN
    Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show more
    Last updated: 30+ days ago • Promoted
    Investment Banking Associate

    Investment Banking Associate

    Magma Digital Ventures • Kannur, Republic Of India, IN
    A global investment group focused on private equity, growth capital, and strategic acquisitions.The team works across the United States, Europe, and emerging markets, partnering with founders and o...Show more
    Last updated: 3 days ago • Promoted
    Senior Accountant for eCommerce business

    Senior Accountant for eCommerce business

    Soothing Home • Kannur, IN
    We are a fast-growing eCommerce company specializing in direct-to-consumer home products.We're seeking a Professional Accountant to keep track of company expenses, cash flow, inventory, and profit....Show more
    Last updated: 30+ days ago • Promoted
    Inbound Sales & Relationship Specialist

    Inbound Sales & Relationship Specialist

    Dozti • Kannur, IN
    Inbound Sales & Relationship Specialist – Dozti.Dozti is a private holding company with interests across technology, infrastructure, consumer markets, and emerging industries.We support purpose-bui...Show more
    Last updated: 3 days ago • Promoted
    UK Senior Account Executive

    UK Senior Account Executive

    ARNA Accounting Pvt Ltd • Kannur, IN
    We are looking for a skilled UK Accounts Executive / Senior Accounts Executive to join our team.The ideal candidate will have strong UK accounting knowledge, excellent analytical skills, and hands-...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Branch : Teller

    Branch : Teller

    Confidential • Kanhangad, India
    The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank...Show more
    Last updated: 11 days ago • Promoted
    Trader

    Trader

    GoQuant • Kannur, 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 more
    Last updated: 30+ days ago • Promoted
    Senior Sales Development Representative

    Senior Sales Development Representative

    Algonomy • kannur, kerala, in
    Job Title : Senior Sales Development Representative – North America Market, Europe or APAC.At Algonomy, we power the world’s leading retail and e-commerce brands with AI-driven personalization solut...Show more
    Last updated: 5 days ago • Promoted
    Associate - Merchant Acquiring

    Associate - Merchant Acquiring

    TriOptus • Cannanore, Kerala, India
    Title : Associate-Merchant Operations Location : Remote Duration : 6 months Job Purpose The Merchant Operations Associate is responsible for ensuring accurate and timely data input for merchant setup...Show more
    Last updated: 3 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Confidential • Vadakara, Vatakara / Vadakara, India
    Nika Online Pvt Ltd is an Internet company offering a variety of platforms accessible from the comfort of your home.Its flagship brand, waytonikah. The company delivers matchmaking, marriage-related...Show more
    Last updated: 14 days ago • Promoted
    Senior Relationship Manager / Assistant Vice President - Facultative Reinsurance - Mumbai

    Senior Relationship Manager / Assistant Vice President - Facultative Reinsurance - Mumbai

    Marsh India • Kannur, IN
    Marsh India Insurance Brokers Pvt Ltd is seeking candidates for the following position based in the Mumbai office : .Senior Relationship Manager / Assistant Vice President - TP Facultative Reinsuranc...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Deputy Manager Business Loans Indirect

    Deputy Manager Business Loans Indirect

    Bajaj Finance Limited • Kannur, India
    To provide customized lending solutions for business loans empowering clients to achieve their financial goals.Identify and target potential clients for business loans through channel partners / open...Show more
    Last updated: 30+ days ago • Promoted
    Senior Financial Planning & Analysis (FP&A) Professional

    Senior Financial Planning & Analysis (FP&A) Professional

    Offshore Minds • Kannur, IN
    We partner with a diverse clientele of private equity investors, developers, and fund managers across the U.We are looking for a Senior FP&A Professional to join our high-performance team.You will ...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Affiliate Manager - Lead Generation

    Affiliate Manager - Lead Generation

    Crossblade Media LLC • Kannur, IN
    Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multiple vertical...Show more
    Last updated: 4 days ago • Promoted
    Senior T24 Developer - Investment Banking

    Senior T24 Developer - Investment Banking

    Systems Limited • Kannur, IN
    The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations. This role involves leading the end-to-end delivery of T24 techni...Show more
    Last updated: 12 days ago • Promoted
    Assistant / Senior Assistant - Corporate Finance and Investment Banking

    Assistant / Senior Assistant - Corporate Finance and Investment Banking

    BDO India • Kannur, IN
    About Corporate Finance & Investment Banking : .CFIB practice focuses on providing financial & strategic solutions to the clients which are backed by in-depth analysis and evaluation of the alternati...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Senior Manager

    Senior Manager

    Lactalis India • Kannur, IN
    Description : Manager – Accounts Payable & Accounts Receivable (Shared Services).Department : Finance Shared Services.Reports To : Head – Finance & Accounts. Location : Lactalis India, Chennai.To lead a...Show more
    Last updated: 15 days ago • Promoted
    Senior Business Analyst

    Senior Business Analyst

    EXL • Cannanore, Kerala, India
    Roles and Responsibilities for Sr Business Analyst - Accounting Desired Accounting & Finance Knowledge Core Accounting Concepts : Strong understanding of debits / credits, trial balances, reconciliat...Show more
    Last updated: 3 days ago • Promoted