Private Banker/Playing Captain - Wealth Management

Role Overview :

You will be the trusted advisor and relationship manager for HNI's & UHNI's, delivering personalized wealth solutions across investments, banking, estate planning, and advisory. You will be responsible for acquiring new clients, deepening existing relationships, and driving AUM growth by offering best-in-class products and services.

Location : Bangalore / Hyderabad / Chennai/ Mumbai

Role : Private Banker/ Playing Captain

Key Responsibilities:

Client Acquisition & Relationship Management

- Acquire new UHNI clients through strong networks, referrals, and market presence.

- Build and manage long-term relationships with a portfolio of UHNIs, family offices, and key stakeholders.

Investment Advisory

- Provide customized investment solutions aligned with clients' risk appetite, financial goals, and market outlook.

- Collaborate with product specialists, research teams, and portfolio managers to deliver high-impact strategies.

Product Knowledge & Cross-functional Collaboration

- Stay abreast of investment products, structured solutions, alternate assets, and regulatory developments.

Risk, Compliance, and Governance:

- Ensure adherence to internal policies, KYC/AML norms, and regulatory standards.

Revenue Generation & Reporting

- Achieve targets for revenue, AUM, and client acquisition.

- Maintain regular MIS reporting and pipeline tracking.

Perks and benefits:

- Salary

- High-quality leads

- Incentives

Preferred candidate profile

- Professionals with experience Catering to HNI/ UHNI Clients-

- Strong understanding of investment products and market dynamics.