Private Banker

Key Responsibilities:

• Use your financial acumen to assess client risk appetite, short-term and long-term goals, and devise global asset allocation strategies. - Recommend investment opportunities across various asset classes, both domestic and offshore. - Monitor, benchmark, and review client portfolios regularly. - Coordinate with different teams to ensure clients benefit from the full range of services offered by the platform. - Focus on understanding and addressing investment and family office needs, providing solutions through internal and external partners. - Aim to increase assets under advisory and achieve growth in managed/acquired relationships. - Develop an individual balance sheet to support client needs and goals. Qualifications Required:

• Minimum of 10-15 years of experience in Portfolio management, banking, wealth management, or financial advisory services. - CA/CFA/MBA/Postgraduate in economics from a reputed Institute. - Understanding of capital markets (domestic & global), real estate, tax/estate planning, consulting, and business advisory verticals. Key Responsibilities:

• Use your financial acumen to assess client risk appetite, short-term and long-term goals, and devise global asset allocation strategies. - Recommend investment opportunities across various asset classes, both domestic and offshore. - Monitor, benchmark, and review client portfolios regularly. - Coordinate with different teams to ensure clients benefit from the full range of services offered by the platform. - Focus on understanding and addressing investment and family office needs, providing solutions through internal and external partners. - Aim to increase assets under advisory and achieve growth in managed/acquired relationships. - Develop an individual balance sheet to support client needs and goals. Qualifications Required: