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Private Banking Advisor position in Mumbai, managing high net worth client portfolios.
Flexible benefits: parental leave, certification sponsorship, full insurance, health screening.
Private Banking Advisor, AS Job ID: Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-12-23 Location: Mumbai
Position Overview
In Scope of Position based Promotions (INTERNAL only) Job Title: Private Banking Advisor Corporate Title: Associate Location : Mumbai, India
Role Description
Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives.
Work includes:
- Being first point of contact for clients and representing the bank in the market
- Building client relationships and market network
- Attracting and acquiring new clients
- Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc.
- Ensuring client satisfaction
- Maintaining quality requirements and necessary regulatory requirements and approvals
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy,
- Best in class leave policy.
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
Your key responsibilities:
- Private Clients - Private Banking is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives.
- Work includes: Being first point of contact for clients and representing the bank in the market Building client relationships and market network Attracting and acquiring new clients Providing holistic advise to clients (including top clients) on investments, pension products, securities, etc. Ensuring client satisfaction Maintaining quality requirements and necessary regulatory requirements and approvals
Your skills and experience
RM is responsible for managing the private banking client portfolio and developing investment strategies based on the bank's management philosophy and client objectives.
Responsibilities includes:
- First point of contact for clients and representing the bank in the market
- Building client relationships and market network
- Attracting and acquiring new clients
- Providing holistic view to clients (including top clients) on investments, pension products, securities, etc
- Ensuring client satisfaction and maintaining quality requirements and necessary regulatory requirements and approvals
How we’ll support you
Training and development to help you excel in your career.
Coaching and support from experts in your team.
A culture of continuous learning to aid progression.
A range of flexible benefits that you can tailor to suit your needs.
About us and our teams
Please visit our company website for further information: https://www.db.com/company/company.html
We strive for a culture in which we are empowered to excel together every day.
This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people.
Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.