Private Banker

Location

Mumbai | India

Job description

Company Description

InvesTek is a New Delhi headquartered full-stack financial services company that specializes in Wealth Management, Investment Banking, Insurance, Credit, and Startup Advisory Services. Our solutions are tailor-made and designed to meet the unique needs of our clients. InvesTek empowers clients to navigate the complexities of today's financial landscape by leveraging technology (AI) and data points.

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Role Description

This is a full-time on-site role for a Private Banker at InvesTek located in Mumbai and Ahmedabad. As a Private Banker, you will be responsible for providing financial planning and investment solutions to high-performing entrepreneurs and pioneers in the New Age Economy. You will provide asset allocation advice and manage their investment portfolios to ensure financial goals are met.

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Qualifications

• Financial Planning, Finance, and Investments skills
• Experience in Private Banking and asset allocation
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Attention to detail and ability to prioritize tasks
• Experience with portfolio management software
• Bachelor's or Master's degree in Business, Finance, Economics, or related field
• Certification such as CFP, CFA or MBA is desirable

Reach out to us at [HIDDEN TEXT] for an amazing journey in the future of AI based wealth management business and to grab a life time opportunity for self wealth creation.

Job tags

Salary