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People · Banks · Investment Leaders
Manish Bansal — Director · Julius Baer · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
I have been part of the wealth management industry for last 19 years wherein I have been advising HNI & UHNI clients on various investment asset classes; helping them create, grow & protect wealth. Specialties: Relationship Management, Wealth Management, Business Development, Corporate Banking, Portfolio and Investment Advisory
Experience
Associate Director :Private Wealth Management
JM Financial Ltd · Mumbai, Maharashtra, India
Apr 2020 – Sep 2022
Education
- IBS Hyderabad