7 Opening(s)
5.0 Year(s) To 10.0 Year(s)
25.00 LPA TO 45.00 LPA
Job Description: Private Banker / Partner – First Private
Key Responsibilities:
Client Acquisition & Relationship Management: Identify and onboard HNI and UHNI clients, nurturing long-term relationships to fulfill their comprehensive banking needs. LinkedIn+1LinkedIn+1
Wealth Advisory: Provide personalized financial advice, leveraging the bank's suite of wealth solutions, including investments, insurance, and estate planning. idfcfirstbank
Product ...
1 Opening(s)
3.0 Year(s) To 10.0 Year(s)
20.00 LPA TO 35.00 LPA
Job Description for IDFC First Bank
Job Title: Private Banker/Partner - First Private -
Job Type: Full-Time
Job Category: Retail Banking
Department: Retail Banking > Wealth Management > Sales > Private Banking Group
Location: Bangalore
IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...
5 Opening(s)
5.0 Year(s) To 7.0 Year(s)
25.00 LPA TO 35.00 LPA
Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management
Job Purpose
To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...
10 Opening(s)
8.0 Year(s) To 20.0 Year(s)
30.00 LPA TO 40.00 LPA
Key Responsibilities
Client Acquisition & Relationship Management:
Identify, acquire, and manage relationships with HNI/UHNI clients.
Build deep and trusted advisory relationships by understanding client needs across investments, banking, credit, and wealth planning.
Portfolio Management:
Manage client portfolios to ensure consistent revenue growth and retention.
Conduct periodic reviews of client portfolios to ensure alignment with client goals ...
20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Job Purpose:Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.Job Responsibilities:
Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial ...
20 Opening(s)
3.0 Year(s) To 20.0 Year(s)
7.00 LPA TO 35.00 LPA
Analyse financial information obtain from clients to determinestrategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans areresponsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenuegeneration through investment products. Responsible for business development through acquisition ...