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Private Banker/Partner - First Private - South

IDFC FIRST Bank·Bengaluru

Pay not stated5–9 yrsFull-time

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About the role

Private Banker/ Partner - First Private - South As a Private Banker /Partner, you will be responsible for managing and growing a portfolio of high net worth clients, providing them with personalized banking and wealth management solutions.

What you'll do

  • Develop and maintain relationships with high net worth clients in the South region
  • Understand clients' financial goals and provide customized banking and wealth management solutions
  • Cross-sell various banking products and services, including investment products , insurance, and loans
  • Act as a trusted advisor to clients, providing them with expert financial advice and guidance
  • Collaborate with other teams within the bank, such as investment advisors and product specialists, to deliver comprehensive solutions to clients

What you need

  • 5–9 yrs of experience
  • Wealth management
  • Insurance
  • Sales
  • Cross-selling
  • Compliance
  • B.Com or BBA or CFA

Good to have

  • CFA

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