Private Banker - Wealth Management

Key Responsibilities:

- Acquire and deepen relationships with HNI and Ultra-HNI clients

- Counsel clients on investment strategies and manage overall financial portfolios

- Generate AUM and revenue by leveraging client relationships

- Continuously track and research financial markets, investment products, and trends to curate portfolio solutions

- Identify and evaluate unlisted deal opportunities; help build an ecosystem around these opportunities

- Act as the primary point of contact for assigned clients, ensuring timely and proactive support

- Drive wallet share growth and client satisfaction through trust-based advisory

- Not Available

The Expertise We Require:

These details define the concrete, demonstrable capabilities necessary to take full ownership of the role's responsibilities.

Must Have's:

- 10-15 years of relevant experience in wealth management

- Proven track record of acquiring and managing HNI/UHNI clients

- Strong expertise in investment advisory and portfolio management

- Ability to generate and scale AUM and revenue from client relationships

- Exposure to unlisted investment opportunities or alternative assets

- Excellent communication and interpersonal skills

- High degree of customer orientation and solution-driven thinking

- The candidate should come in with a minimum AUM of 200Cr

- Graduate/Post Graduate degree is mandatory