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45 Corpzo Jobs

Private Banker

1-3 years

Haveri

1 vacancy

Private Banker

Corpzo

posted 17hr ago

Job Description

We are seeking a highly motivated Private Banker in Ranebennur 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.
 
Roles Responsibilities:
  • Offer a full range of wealth management products to Ranebennur 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:
  • bachelors/masters 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 Ranebennur, 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 Ranebennur 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

Read full job description

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Corpzo Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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