Private Banker

Job Title: Private Banker First Private

Location: Pan-India | Experience: 10+ Years | Industry: Private/Wealth Banking

Function: Relationship Management, Wealth Advisory, Team Leadership

Education: MBA / PGDM preferred

Job Description:

We are seeking an accomplished Private Banker with a proven track record in managing HNI and UHNI client relationships. This role demands deep expertise in offering investment, insurance, and wealth products, coupled with a high-touch service orientation and team leadership capability.

Key Responsibilities:

- End-to-end management of high-value client portfolios with focus on wealth creation and preservation.

- Acquisition of new HNI/UHNI clients through personal network, market outreach, and internal referrals.

- Deliver customized financial solutions aligned with client goals.

- Ensure high standards of regulatory compliance and service excellence.

- Drive team performance and professional development.

- Support in building a strong brand presence within the affluent client segment.