Private Banker

Work Level: Individual.

Core: Organized.

Leadership: Decisive.

Role:

Industry Type: Banking.

Function: Wealth Manager.

Key Skills: Wealth Manager,Investment Banking,AIF,PMS,Wealth Management,Private Wealth,Ultra HNI.

Education: PG/ Master.

Note: This is a requirement for one of the Workassist Hiring Partner.

Role Description

This is a full-time on-site role for a Private Banker based in Hyderabad.

The Private Banker will be responsible for providing personalized financial services to high-net-worth individuals, including financial planning, investment advice, and asset allocation.

The daily tasks will involve managing client portfolios, offering strategic financial advice, and maintaining strong client relationships to achieve their financial goals.

Qualifications

- Financial Planning and Finance skills.

- Experience in Investments and Asset Allocation.

- Knowledge and expertise in Private Banking.

- Excellent interpersonal and communication skills.

- Strong analytical and problem-solving skills.

- Ability to work independently and manage client relationships effectively.

- Bachelor's degree in Finance, Economics, or a related field; relevant certifications such as CFA or CFP are a plus.

- Experience working in the banking or financial services industry.

Company Description

Workassist is an online recruitment and employment platform based in India, connecting employers and job seekers across various industries.

Leveraging advanced e-recruitment technology, Workassist provides tailored profiles to employers and suitable job opportunities to seekers.

Our platform has successfully adapted to the evolving job market, helping job seekers find the best opportunities and employers recruit top talent globally.

We collaborate with recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, Healthcare, IT, Operations, and Legal to enhance the job-seeking experience.

(Note: There are many more opportunities apart from this on the portal.

Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today.

We are waiting for you!.