Nuvama Wealth
Website:
nuvamawealth.com
Job details:
Role Description
This is a full-time, on-site role for a Private Banker, based in New Delhi.The candidate should currently be managing HNI/UHNI relationships & have flair in acquiring new relationships
Qualifications
- Strong knowledge and experience in Financial Planning and Finance
- Proficiency in Investments and Private Banking strategies
- Understanding of Asset Allocation methodologies and implementation
- Exceptional communication and relationship management skills
- Ability to tailor solutions based on clients' financial goals and risk tolerance
- Proven ability to grow and manage high-net-worth client portfolios
- Bachelor's degree in Finance, Business, Economics, or a related field
- A CFA or CFP certification, or equivalent, is a plus
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