Private Banker/Wealth Manager - HNI Segment

Job Title: Private Banker HNI Segment

Work Location: Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid)

Experience: 5 to 15 years

Industry: Financial Services / Wealth Tech

Role & responsibilities

Job Description:

We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions.

Responsibilities:

- Acquire and manage High Net Worth Individuals (HNI) clients

- Build tailored investment strategies aligned to client needs

- Deliver investment advice based on market insights and trends

- Use in-house digital platforms to track and enhance portfolio performance

- Foster long-term client relationships through trust and empathy

Preferred candidate profile

Key Skills:

- Investment Advisory

- HNI Relationship Management

- Portfolio Customization

- Financial Planning

- WealthTech Tools / Platforms

- Market Research & Risk Management

Preferred Candidate:

- Graduate/Postgraduate in Finance/Economics/Business

- 5-15 years in Wealth Management or Private Banking and have managed large ticket size.

- Excellent communication & interpersonal skills

- High EQ with client-first attitude