Private Banker - HNI/UHNI Wealth Management

Private Banker (10-20 yrs)

Key Responsibilities:

- Acquire and manage High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) clients.

- Build, manage, and grow client portfolios by providing customized wealth management and investment solutions.

- Develop long-term relationships through proactive client engagement and exceptional service.

- Cross-sell investment and banking products, including:

1. Mutual Funds

2. Insurance

3. Wealth Management Solutions

4. Fixed Income Products

5. Structured Products

6. Portfolio Management Services (PMS)

7. Alternative Investment Funds (AIF)

- Provide financial market insights and investment recommendations aligned with client objectives.

- Achieve revenue, AUM, client acquisition, and business development targets.

- Ensure compliance with regulatory requirements, internal policies, and documentation standards.

- Collaborate with investment specialists, product teams, and senior stakeholders to deliver comprehensive financial solutions.

Required Skills:

- 8+ years of experience in Private Banking, Wealth Management, or Relationship Management.

- Proven expertise in HNI/UHNI client acquisition and portfolio management.

Strong knowledge of:

1. Wealth Management

2. Investment Advisory

3. Financial Markets

4. Portfolio Management

5. Financial Planning

Hands-on experience in selling investment products, including:

1. Mutual Funds

2. Insurance

3. PMS

4. AIF

5. Bonds

6. Structured Products

- Excellent networking, relationship management, negotiation, and communication skills.

- Strong business development and revenue generation capabilities.

- Good understanding of regulatory and compliance requirements within the banking industry.

Preferred Qualifications:

- MBA (Finance), CA, CFA, CFP, or equivalent qualification.

- NISM/AMFI certifications are preferred.

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