Private Banker - Wealth Management Firm - West

Description:

We're Hiring Across Multiple Wealth Management Firms in West!

Exciting opportunities are open for both Individual contributors and leadership roles in the Wealth Management space. If you're passionate about building client relationships, driving performance, and contributing to high-growth teams, we'd love to connect!

Location: Mumbai/Pune (No Relocation Allowed)

Experience: 5+ Yrs

Open Roles:

1. Wealth Manager / Private Banker

2. Playing Captain

3. Non-Playing Captain

Key Responsibilities:

Client Acquisition & Relationship Management:

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

- Build, manage, and retain deep, long-term relationships with HNI, UHNIs, family offices, and key decision-makers.

- Deliver exceptional client servicing with a focus on long-term wealth creation.

Investment Advisory:

- Provide tailored investment solutions based on client risk profile, goals, and market outlook.

- Partner with internal research teams, product specialists, and portfolio managers to deliver high-impact advisory.

- Ensure execution of strategies across asset classes including MF, PMS, AIFs, Structured Products, Debt, and Advisory Mandates.

Product Knowledge & Cross-functional Collaboration

- Stay updated on investment products, structured solutions, alternate assets, and wealth management regulations.

- Work closely with compliance, operations, and product teams to ensure seamless delivery.

Role-Specific Expectations:

Playing Captain:

- Responsible for both individual book-building and team performance.

- Deliver personal revenue targets while mentoring and guiding team members.

Non-Playing Captain (NPC):

- Focus on team leadership, movement, and performance management.

- Expected to onboard and move a team of 4-5 members along with joining.

Perks & Benefits:

- Attractive fixed salary

- Strong lead support

- Lucrative incentive structure

Preferred Candidate Profile:

- Experienced professionals currently managing HNI / UHNI clients in private banking or wealth management.

- Strong understanding of investment solutions, asset classes, and market dynamics.

- Excellent relationship management, communication, and networking skills.