Job Description:

Equirus Wealth Private Limited

Job Description

About Equirus

About Equirus Wealth

About Equirus Credence Family Office

Equirus is a leading mid‐market investment bank with strong practices around M&A;, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office.

For more details you can visit us at www.equirus.com

Equirus Wealth is a holistic Wealth Management platform founded in 2018 by a passionate group of seasoned professionals. It was formed with the objective of providing Client Centric, Comprehensive, and Transparent Wealth Management services for Individuals, Families, and Corporates.

For more details you can visit us at https://www.equiruswealth.com/

Equirus Credence family office Pvt Ltd was born out of a merger with Credence Family Office. Credence family office is a premier multi-family office set up with a > 15-year vintage and track record. The practice has clients in 6 + countries, 30 + different cities and counts leading entrepreneurs, sports men/women and influencers amongst its clientele.

Cumulatively, the near 200-member team has over 2.2 billion$ of assets under it’s care serviced through 15+ offices.

Position / Role Title

Private Banker - Advisory

Job description

Roles and Responsibilities:

The candidate should have experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs.



He/She will serve as a one point of contact for clients and will lead the overall engagement from the platform cutting across areas related to wealth management, business advisory, mentorship, tax and estate planning, family governance, amongst others.

- Use financial acumen and expertise to understand the client’s risk appetite, short term, and long-term goals.
- Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes – domestic and offshore.
- Monitoring/benchmarking and reviewing client portfolios.
- Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the full platform.
- Focus on building relationships by understanding various investment and family office related needs and offer solutions through in-house & external domain partners.
- Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired.
- Build an individual balance sheet.

We take pride in being an equal prospect employer. All employment is decided based on merit, need of the business, qualifications, and desired skill set.

Location

Bangalore / Mumbai

Role Requirement

- Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.
- CA/CFA/ MBA/Postgraduate in economics from a reputed Institute.
- Understanding of the capital markets (Domestic & global)/ Real estate/ Tax/Estate planning/Consulting/Business advisory verticals

About the Job:

Salary:

Negotiable

Company:

Equirus

Role :

Private Banker

Category:

Wealth Product

Location:

Bangalore, Mumbai, Chennai, India, Asia

Employment Type:

Full time

📌 Private Banker (Mumbai)
🏢 Equirus
📍 Mumbai