Private Banker
InCred Wealth
Posted
last week
Bengaluru
Onsite
INR 80K
Mid Level
Full Time
Sema Summary
The Private Banker role involves managing client relationships and providing personalized financial planning. Key responsibilities include asset allocation and ensuring top-tier wealth management services.
About Company
InCred Wealth is a modern wealth management firm offering comprehensive investment solutions for UHNI and HNI clients globally, backed by advanced technology and a team of experienced professionals.
Core Requirements
- Bachelor's or advanced degree in Finance, Business Administration, or Economics
- Strong expertise in Financial Planning
- Proficiency in Investments and Private Banking for UHNI and HNI clients
- Understanding of Finance and market trends
- Relevant certifications such as CFA or CFP are advantageous
Responsibilities
- Manage client relationships for tailored financial planning
- Develop personalized investment strategies
- Conduct asset allocation and portfolio management
- Perform continuous market analysis for client opportunities
- Collaborate with team members for superior client outcomes
- Build and maintain client trust
- Deliver top-tier wealth management services
Must Have skills
Job Keywords
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