ASK Asset & Wealth Management
Website:
askfinancials.com
Job details:
Company Description
Established in 2007, ASK Private Wealth specializes in providing Wealth Advisory and Family Office services to Ultra High Net Worth individuals and families, serving over 3,500 clients, including 150 Fortune 500 families. Backed by decades of experience across economic cycles, ASK Private Wealth is dedicated to helping clients make prudent investment choices and ensure seamless inter-generational wealth transfer. A part of the esteemed ASK Group, a leader in asset and wealth management since 1983, ASK Private Wealth is supported by Blackstone, the world's largest alternative asset manager. For further information, visit our website.
Role Description
This is a full-time on-site role, based in Dehradun, for a Private Banker. The Private Banker will focus on relationship management and portfolio services for Ultra High Net Worth and High Net Worth clients, offering tailored wealth advisory solutions. Daily tasks will include developing and executing financial plans, providing asset allocation strategies, and ensuring optimal investment performance. The Private Banker will uphold excellence in client servicing while identifying opportunities for financial growth and managing private banking needs.
Qualifications
- Comprehensive knowledge of Financial Planning and Finance principles
- Strong expertise in Investments and Asset Allocation strategies
- Proficiency in Private Banking with a keen understanding of high-value client relationship management
- Exceptional communication, analytical, and interpersonal skills
- Bachelor's degree in Finance, Economics, or a related field; advanced certifications such as CFA or CFP are a plus
- Proven experience in wealth management or private banking roles
- Ability to work independently while contributing to the overall team objectives
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