Private Banker - 360 One Ahmedabad

Company Overview

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Job Summary

The Private Banker at 360 One Ahmedabad is responsible for managing high-net-worth individual clients by providing personalized financial advisory services. The role involves building and maintaining strong client relationships, understanding clients' financial needs, and offering tailored investment and banking solutions to help clients achieve their financial goals.

Responsibilities

• Develop and maintain a portfolio of high-net-worth clients through proactive relationship management.
• Provide personalized financial advice and solutions, including investment, banking, and wealth management services.
• Identify client needs and recommend suitable financial products and services.
• Ensure compliance with regulatory requirements and internal policies while delivering services.
• Conduct regular reviews of clients’ portfolios to optimize financial strategies.
• Collaborate with internal teams to deliver seamless service and support client onboarding and transactions.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Proven experience in private banking, wealth management, or financial advisory roles.
• Strong understanding of investment products, banking services, and financial markets.
• Excellent interpersonal and communication skills.
• Ability to build and sustain long-term client relationships.
• Knowledge of regulatory and compliance standards related to banking and financial services.
• Professional certifications such as CFP (Certified Financial Planner) or equivalent are preferred.

Preferred Skills

• Strong sales and negotiation skills.
• Analytical mindset with attention to detail.
• Ability to work independently and as part of a team.
• Proficiency in CRM software and MS Office Suite.
• Fluency in local language and English.

Experience

Minimum of 3-5 years of relevant experience in private banking, wealth management, or financial advisory services.

Environment

This role is typically based in an office setting in Ahmedabad, with potential for client meetings at various locations. The environment requires a professional demeanor, excellent communication skills, and the ability to work under pressure.

Salary

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GrowthOpportunities

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Benefits

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