Private Banker - Wealth Management

About the Opportunity:

We are hiring experienced Private Bankers / Wealth Managers for leading banks and NBFCs across Delhi, Mumbai, and Pune. This is an excellent opportunity for professionals with a strong track record in wealth management, relationship management, and investment advisory, looking to accelerate their careers with reputed financial institutions.

Key Responsibilities:

1. Client Relationship Management:

- Build, manage, and grow relationships with High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).

- Acquire new clients while strengthening relationships with the existing portfolio.

- Understand clients' financial objectives, risk appetite, and investment preferences to deliver tailored wealth solutions.

2. Wealth & Investment Advisory:

- Provide advisory across investment products including mutual funds, PMS, AIFs, equities, bonds, structured products, insurance, and other wealth solutions.

- Develop customized financial and investment strategies aligned with clients' long-term goals.

- Regularly review portfolio performance and recommend suitable investment opportunities.

3. Business Development:

- Drive AUM (Assets Under Management) growth through new client acquisition and wallet share enhancement.

- Generate revenue by cross-selling wealth management and banking products.

- Build referral networks through internal and external channels.

4. Compliance & Risk Management:

- Ensure adherence to regulatory requirements, KYC norms, and internal compliance policies.

- Maintain high standards of client confidentiality and ethical advisory practices.

Desired Candidate Profile:

- 7-12 years of experience in Private Banking, Wealth Management, or Relationship Management with banks, NBFCs, or wealth management firms.

- Proven experience in managing HNI/UHNI client portfolios.

- Strong knowledge of investment products and financial markets.

- Excellent client relationship, communication, negotiation, and presentation skills.

- Demonstrated track record of achieving AUM and revenue targets.

- Relevant certifications such as NISM, AMFI, CFP, or CFA will be an added advantage.

Preferred Industry:

- Private Banks

- Commercial Banks

- Wealth Management Firms

- NBFCs

- Financial Services

Compensation:

Competitive salary with attractive performance-based incentives and long-term career growth opportunities.