Private Banking Specialist

4 days ago

Gujrat, Punjab, Pakistan beBeeFamilyOffice Full time ₹1,000,000 - ₹2,000,000

Are you a seasoned professional seeking a challenging opportunity in private banking? We are looking for an experienced individual to manage money and oversee financial activities for high net-worth clients.

Key Responsibilities:
  • Manage 4-5 family office accounts
  • Develop relationships with clients
  • Provide financial recommendations
  • Oversee financial activities

Location: BKC, Mumbai

Job Type: Full-time

Shift: Day shift

Experience: Family office/sales: 3 years (Required)

Responsibilities include:

  • Strategic relationship building with high net worth individuals
  • Providing personalized cash management services
  • Assisting with secured and unsecured credit arrangements
  • Delivering comprehensive investment solutions

Requirements:

  • Minimum 3 years of experience in family office/sales
  • Strong communication and interpersonal skills
  • Ability to provide exceptional customer service
  • Professional certification or degree in finance preferred

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