Private Banker/Partner - First Private - South

IDFC FIRST Bank; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

IDFC FIRST Bank in the South region is seeking a Private Banker/Partner to manage and grow a portfolio of high net worth clients, offering personalized banking and wealth management solutions.

The role requires a minimum of 5 years in private banking or wealth management, strong relationship management, and the ability to collaborate with teams across Investment and Product specialists to deliver comprehensive services.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• 5+ years in private banking or wealth management.
• Proven ability to grow high-net-worth client portfolios.
• Knowledge of banking, investment products and insurance.

Responsibilities

• Develop and maintain relationships with high net worth clients in the South region.
• Understand clients' financial goals and provide tailored banking and wealth solutions.
• Cross-sell banking, investment and insurance products.
• Act as trusted advisor with expert financial guidance.
• Collaborate with investment advisors and product specialists to deliver solutions.

Skills

Relationship management

Sales skills

Communication

Team collaboration

Education

Bachelor's degree in Finance/Business

CFP

CFA

CAIA

Job description

Job Requirements

Job Description: Private Banker/ Partner - First Private - South

Company Name: IDFC FIRST Bank

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Wealth Management > Sales > Private Banking Group

Location:- South

IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South region. 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.

Key Responsibilities:

• 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
• Stay updated on market trends and changes in regulations to ensure compliance and provide the best possible service to clients
• Meet and exceed sales targets and contribute to the overall growth of the First Private business

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in private banking or wealth management
• Proven track record of managing and growing a portfolio of high net worth clients
• In-depth knowledge of banking products and services, investment products, and insurance
• Excellent communication and interpersonal skills
• Strong sales and relationship management skills
• Ability to work independently and as part of a team
• Knowledge of local market and regulations is preferred
• Relevant certifications such as CFP, CFA, or CAIA are a plus

If you are a driven and results-oriented individual with a passion for providing exceptional service to high net worth clients, we want to hear from you. Join our dynamic team at IDFC FIRST Bank and take your career to the next level.