Mywealthwiz.com - Junior Private Banker

Position Overview:

We are looking for a talented and ambitious Junior Private Banker to support our founder in managing and growing a portfolio of ultra-high net-worth clients and Family Offices. The ideal candidate will have a strong academic background, excellent interpersonal skills, zeal for sales and a passion for providing top-notch financial advisory services.

Responsibilities:

- Assist senior private banker in managing relationships with high-net-worth clients and family offices and expand the client base of the firm

- Conduct financial analysis and assess clients' investment needs and goals

- Collaborate with internal teams to develop customized financial solutions

- Provide excellent customer service and build long-term client relationships

- Stay updated on market trends, economic developments, and investment opportunities

- Support the preparation of financial reports and client presentations

- Stay compliant with regulatory requirements and internal policies

Qualifications:

- Master's degree in Finance, Business, Economics or CA

- Strong analytical and quantitative skills

- Excellent communication and interpersonal skills

- Knowledge of financial markets, investment products, and wealth management

- Ability to work in a fast-paced environment and adapt to changing priorities

- High level of professionalism, integrity, and attention to detail

- Relevant work experience in finance or banking or HNI sales is a plus

If you are a motivated individual looking to kick-start your career in private banking and contribute to the success of a dynamic financial institution, please submit your resume and cover letter

Please include "Junior Private Banker Application" in the subject line.

Please note, Jericho Ventures is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences. We thank all applicants for their interest; however, only those selected for an interview will be contacted.