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Equirus

Private Banker

Equirus

Posted

3 weeks ago

Bengaluru, Karnataka, India

Onsite

INR 60K

Mid Level

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

Equirus is hiring a Private Banker based in Bengaluru. The role involves managing client portfolios, providing financial advice, and developing investment strategies. Candidates should have experience in banking and strong customer service skills. This is a full-time position intended for mid-level professionals interested in advancing their careers. No remote work options are available.

About Company

Equirus is a financial services firm specializing in investment banking, wealth management, and other financial solutions.

Core Requirements

  • Bachelor's degree in Finance or related field
  • 3+ years in banking or investment
  • Client relationship management
  • Financial analysis skills
  • Strong communication abilities

Responsibilities

  • Manage client investment portfolios
  • Provide strategic financial advice
  • Develop and maintain client relationships
  • Analyze market trends and investment opportunities
  • Create personalized financial plans
  • Collaborate with team members on client initiatives
  • Meet sales and performance targets

Must Have skills

Financial AnalysisRelationship ManagementSales StrategyInvestment KnowledgeCommunication Skills

Nice To Have Skills

Project ManagementNegotiation SkillsRegulatory Knowledge

Tools Knowledge Requried

CRM SoftwareFinancial Modeling ToolsMicrosoft ExcelMarket Analysis PlatformsPresentation Software

Job Keywords

Private BankingClient ManagementInvestment AdvisoryFinancial PlanningSales

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