hr1@imatesconsultants.com Cochin, Kerala
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Career Opportunity

Private Banker | Leading Private Wealth Management Boutique Firms

Banking / Financial Services
Location Across Kerala , Chennai , Coimbatore , Bangalore & Hyderabad
Experience 6 - 25 Years
Salary 15 - 45 LPA
Openings 1
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About the opportunity

Job Overview

<!-- <textarea rows="8" class="form-control" id="roles_responsibility" name="roles_responsibility"> --> <p><span style="color:rgb(34,34,34);font-family:Nunito;font-size:small;">Multiple Wealth Management companies are hiring Private Bankers across South India.</span></p> <p><span style="font-family:Nunito;">- <b>Client Relationship Management:</b> Build and maintain strong, long-term relationships with high-net-worth individuals (HNWIs) by offering personalized financial advice, wealth management solutions, and regular portfolio reviews.</span></p> <p><span style="font-family:Nunito;">- <b>Financial Planning &amp; Advisory:</b> Assess clients’ financial needs and risk tolerance to develop customized investment strategies, estate planning, tax optimization, and banking solutions aligned with their goals.</span></p> <p><span style="font-family:Nunito;">- <b>Business Development &amp; Compliance:</b> Acquire new clients through networking and referrals, while ensuring all financial advice and transactions adhere to regulatory standards and internal compliance policies.</span></p> <p>Strong relationship-building and financial advisory skills with a proven ability to manage high-net-worth clients and deliver tailored wealth management solutions.</p>
Candidate fitment

Preferred Candidate Profile

Experience
6 - 25 Years
Industry
Banking / Financial Services
Job Location
Across Kerala , Chennai , Coimbatore , Bangalore & Hyderabad
Salary
15 - 45 LPA
Employment Type
Full Time
Number of Openings
1
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