We are seeking a dedicated and experienced Private Banker to join our team in the southern regions of India, including Karnataka, Kerala, Tamil Nadu, and Andhra Pradesh. The ideal candidate will have a solid background in private banking and wealth management, with a focus on serving high-net-worth individuals (HNI). As a Private Banker, you will be responsible for acquiring current clients and managing existing relationships to enhance their investment portfolios and overall financial well-being.

Key Responsibilities:
Develop and maintain relationships with high-net-worth clients, understanding their financial needs and goals.
Provide tailored wealth management solutions, including investment products such as mutual funds, portfolio management services (PMS), and alternative investment funds (AIF).
Achieve acquisition targets by identifying and pursuing new business opportunities in the private banking sector.
Monitor and manage clients' assets under management (AUM)



to ensure optimal performance and satisfaction.
Collaborate with internal teams to deliver comprehensive financial services and solutions to clients.
Stay updated on market trends and investment opportunities to provide informed advice to clients.

Required Skills:
Strong knowledge of private banking and wealth management principles.
Proven experience in client acquisition and relationship management.
Familiarity with investment products, including mutual funds, PMS, and AIF.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Strong analytical and problem-solving abilities.

If you are a motivated individual with a passion for finance and a commitment to client success, we encourage you to apply for this exciting chance as a Private Banker.

📌 Private Banker Bengaluru
🏢 Finbros Capital Advisory Private
📍 Bengaluru