Sr. Private Banker

Equirus; Mumbai; On-site; INR 800,000 - 1,600,000; Full time

Job summary

Equirus, a mid-market financial services provider, is seeking candidates to apply financial acumen to understand client risk appetite and goals, and to devise suitable asset allocation strategies across asset classes.

Role focuses on monitoring portfolios, coordinating with teams for a seamless platform experience, and growing assets under advisory while expanding client relationships and family office engagements.

Qualifications

• Understanding the client’s risk appetite and goals.
• Devise asset allocation strategies across domestic and offshore opportunities.
• Monitor and benchmark client portfolios and relationships.

Responsibilities

• Monitor and review client portfolios.
• Coordinate with multiple teams to ensure clients benefit from the full platform.
• Increase assets under advisory and wallet share and grow relationships.

Skills

Financial acumen

Job description

Equirus, a mid- market, full service Financial Services provider, backed by prominent investors and founded in July 2007. Since then Equirus have been providing investment banking & related advisory services for Indian Corporates. Equirus has been a house banker for many of its clients providing for Private Equity, Mergers & Acquisitions, Equity Capital, Debt Capital and Structured Finance advisory.Over the last 13 years, Equirus has built impeccable credentials and market standing across domains and has created a niche for itself in its ability to structure and deliver transactions in-line with client requirements with closing over 150 successful transactions across Capital raising and M&A.Equirus has an Institutional equities arm and the Research house which covers more than 192 stocks across sectors and has created a niche for itself in an extremely competitive environment. It is increasingly getting identified as the go-to house for mid-caps companies amongst Domestic as well as foreign institutional investors.The Portfolio Management Services launched in 2016 has recorded an exceptional performance of its Equirus Long Horizon Fund since inception.Equirus has now forayed into the wealth business to offer investment solutions to high networth individuals (HNIs) and mass affluent clients. Equirus Wealth is a holistic Wealth Platform formed with the objective of providing Client Centric, Comprehensive and Transparent services for Individuals, Families and Corporates.

Job Description

Use financial acumen and expertise to understand the client’s risk appetite, short term, and long-term goals.• Device suitable global asset allocation strategies. Recommend suitable opportunities across asset classes –domestic and offshore.• Monitoring/benchmarking and reviewing client portfolios.• Provide seamless experience by coordinating with multiple teams to ensure clients take benefit of the fullplatform.• Focus on building relationships by understanding various investment and family office related needs and offersolutions through in-house & external domain partners.• Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired.• Build an individual balance sheet.