Bachelor’s degree in Finance, Business Administration, or a related field
Minimum 10 years of experience in wealth management or private banking
Proven experience managing high-net-worth clients and achieving sales targets
Strong understanding of wealth management, financial planning, and investment advisory
Ability to build and maintain long-term client relationships
Strong analytical and problem-solving abilities
Ability to work independently and collaboratively within teams
Proficiency in MS Office and relevant financial software
Job Description:
IDFC FIRST Bank is hiring an experienced Private Banker/Partner for its First Private team in the West region. The role involves managing relationships with high-net-worth individuals (HNIs) and providing customized wealth management, banking, and investment solutions.
The position requires understanding clients’ financial goals, offering strategic investment guidance, cross-selling banking products, and collaborating with internal teams to ensure seamless client service.
Candidates should have strong relationship management skills, market awareness, and experience in private banking or wealth management.
