Relationship Manager/Private Banker

About The Job:

Company Description

TriGen Wealth, a part of Prime Securities Ltd, is committed to offering innovative, client-focused financial solutions. With a foundation built by industry leaders Sailesh Balachandran and Maneesh Kapoor, the firm combines decades of experience in banking, securities, and wealth services with a forward-thinking approach. TriGen Wealth is driven by professionalism, transparency, and a client-first philosophy, fostering a collaborative and empowering culture. Leveraging cutting-edge technologies and automation, the company aims to deliver seamless and efficient wealth management services. With a firm dedication to regulatory compliance and sustainable solutions, TriGen Wealth aspires to reshape the private wealth landscape.

Role Description

This is a full-time, on-site Relationship Manager/Private Banker role located in the Meerut City. The Relationship Manager/Private Banker will be responsible for building and maintaining long-term relationships with clients, identifying their financial goals, and offering tailored solutions to meet their objectives. The role involves managing client portfolios, monitoring market trends, and providing insights to optimize investments. Responsibilities also include facilitating financial planning strategies, guiding clients on wealth preservation and growth, and ensuring regulatory compliance.

Required Qualifications

• 10+ yrs of Experience in Wealth Management.
• Client Relationship Management, Customer Service, and Stakeholder Engagement skills
• Financial Planning and Portfolio Management expertise
• Strong understanding of Wealth Management strategies and market trends
• Proficient in Communication, Negotiation, and Building Trust
• Analytical thinking and problem-solving abilities to assess client needs and tailor solutions
• Proficiency in financial tools, software, or automation technologies is advantageous
• Prior experience in the banking, financial services, or wealth management industry is preferred
• Bachelor's degree in finance, Business, Economics, or a related field; certifications (such as CFP or CFA) are a plus

If you're looking to be part of a fast-growing, forward-thinking wealth platform where your entrepreneurial mindset can truly make an impact, we'd be glad to connect.

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