Private Banker - HNI/UHNI Wealth Management

Private Banker (7-12 yrs)

Key Responsibilities:

- Acquire, manage, and grow relationships with HNI/UHNI clients.

- Provide customized wealth management and investment advisory solutions based on clients' financial goals and risk appetite.

- Develop and manage client portfolios across multiple investment products.

- Advise clients on financial planning, wealth preservation, succession planning, and portfolio diversification.

- Cross-sell banking and financial products including mutual funds, PMS, AIFs, bonds, structured products, insurance, and lending solutions.

- Monitor market trends and provide timely investment recommendations.

- Ensure compliance with regulatory guidelines and internal policies.

- Build long-term client relationships through exceptional service and regular portfolio reviews.

- Collaborate with internal investment, product, and research teams to deliver comprehensive wealth solutions.

- Achieve business development, revenue, and AUM growth targets.

Required Skills:

- 5-12 years of experience in Private Banking, Wealth Management, or Relationship Management.

- Strong experience managing HNI/UHNI clients.

- In-depth knowledge of:

1. Wealth Management

2. Investment Advisory

3. Portfolio Management

4. Financial Planning

5. Capital Markets

- Experience in investment products such as:

1. Mutual Funds

2. PMS

3. AIF

4. Bonds

5. Structured Products

6. Insurance

7. Fixed Income

- Strong client acquisition and relationship management skills.

- Excellent communication, negotiation, and stakeholder management abilities.

- Target-driven with a proven track record of revenue and AUM growth.

Preferred Skills:

- Experience with leading Banks, Private Banks, Wealth Management Firms, or NBFCs.

- NISM/AMFI certifications are preferred.

- MBA (Finance), CA, CFA, CFP, or equivalent qualifications are an added advantage.

Key Competencies:

- Private Banking, Wealth Management, HNI, UHNI, Relationship Management, Client Acquisition, Investment Advisory, Portfolio Management, Financial Planning, Mutual Funds, PMS, AIF, Bonds, Structured Products, Insurance, Fixed Income, Capital Markets, Cross-Selling, AUM Growth, Stakeholder Management, Regulatory Compliance, Business Development.