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68 Corpzo Jobs
Private Banker
Corpzo
posted 12d ago
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Job Description
We are seeking a highly motivated Private Banker in Gaya to drive business development, manage high-net-worth (HNI) client relationships, and offer tailored wealth management solutions.
This role requires expertise in financial advisory, investment strategies, and portfolio management to help clients achieve their financial goals.
Job Title: Private Banker
Location: Gaya, Bihar
Job Type: Full-Time
Salary: Competitive, based on experience
Location: Gaya, Bihar
Job Type: Full-Time
Salary: Competitive, based on experience
Roles Responsibilities:
- Offer a full range of wealth management products to Gaya HNI clients while fostering long-term relationships.
- Develop personalized investment strategies to align with clients financial objectives.
- Drive business growth by acquiring new clients and managing existing portfolios.
- Increase Assets Under Management (AUM) and revenue to meet financial targets.
- Ensure compliance with internal policies, business processes, and regulatory requirements.
- Provide expert advisory services while maintaining accurate documentation and records.
Qualifications Requirements:
- Bachelor s/Master s degree in Finance, Business, or a related field.
- Proven experience in private banking, wealth management, or financial advisory.
- Strong knowledge of investment products, financial markets, and portfolio management.
- Local area knowledge of Gaya, and assigned area.
- Excellent relationship management and communication skills.
- Ability to meet targets and drive business growth through effective client acquisition.
Benefits:
- Competitive salary with performance-based incentives.
- Opportunity to work with Gaya HNI clients and grow professionally.
- Access to a wide range of investment and wealth management products.
- Supportive work environment with career advancement opportunities.
Employment Type: Full Time, Permanent
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