Private Banker

Job Description

Company Description

Client Associates caters to high-profile corporate heads, successful professionals, entrepreneurs, business owners, and private institutions.

Role Description

This is a full-time on-site role in Gurugram / Noida for a Private Banker role at Client Associates. The Private Banker will be responsible for financial planning, finance, investments, private banking, and asset allocation to meet the needs of high-net-worth clients on a day-to-day basis.

• Financial Planning and Finance skills
• Investments and Private Banking skills
• Knowledge of Asset Allocation
• Strong analytical and quantitative skills
• Interpersonal and communication skills
• Experience in wealth management or private banking
• Understanding of financial markets and products
• Relevant certifications (e.g., CFA, CFP) are a plus