We're Hiring | Private Banker / Wealth Manager

Location: Mumbai, Pune, Nagpur

Experience: 7 - 20 Years

Industry: Private Banking, Wealth Management, Investment Advisory

About the Role:

We are looking for an accomplished Private Banker / Wealth Manager to manage and grow relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.

The ideal candidate will bring strong expertise in wealth management, investment advisory, portfolio management, capital markets, and client acquisition, along with the ability to deliver a highly personalized and premium client experience.

This is an opportunity for a relationship-driven professional to work closely with affluent clients, understand their financial aspirations, and provide bespoke wealth solutions aligned with their goals, risk profile, and investment objectives.

Key Responsibilities:

- Manage, deepen, and grow relationships with HNI & UHNI clients.

- Understand clients' financial objectives, investment preferences, risk appetite, and long-term wealth goals.

- Develop and implement customized wealth management and investment strategies.

- Advise clients across investment products, capital markets, asset allocation, portfolio construction, and wealth solutions.

- Manage and grow Assets Under Management (AUM) and client portfolios.

- Drive new client acquisition and business development through referrals, networking, market relationships, and strategic outreach.

- Identify opportunities to deepen existing relationships through cross-selling and portfolio expansion.

- Monitor portfolio performance, market developments, and investment opportunities.

- Provide data-driven and research-backed investment recommendations.

- Collaborate with product, investment, research, and advisory teams to deliver comprehensive client solutions.

- Maintain strong client engagement through regular portfolio reviews and proactive communication.

- Deliver a high-touch, personalized, and premium client experience.

- Ensure complete adherence to regulatory, compliance, risk management, and ethical standards.

Candidate Profile:

We are seeking professionals with:

- 5 - 20 years of relevant experience in Private Banking, Wealth Management, Investment Advisory, or a related financial services environment.

- Proven experience managing HNI/UHNI relationships and investment portfolios.

- Strong understanding of wealth management, financial planning, capital markets, investment products, and portfolio strategies.

- Demonstrated ability to acquire, retain, and grow affluent client relationships.

- Strong business development and revenue-generation orientation.

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

- A strong client-first mindset with high professional integrity.

- Ability to operate effectively in a performance-driven and fast-paced environment.

Preferred Background:

Professionals with relevant experience from leading Private Banking, Wealth Management, Investment Advisory, and Multi-Family Office platforms are preferred.

Preferred institutions include:

- HDFC Private Banking, ICICI Wealth, Axis Wealth, ASK Wealth, Anand Rathi Wealth, Avendus, Centrum, Sanctum, Standard Chartered

Candidates from comparable Private Banks, Wealth Management firms, Investment Advisory firms, Family Offices, and Multi-Family Offices are also encouraged to apply.

Education & Professional Qualifications:

- Bachelor's / Master's degree in Finance, Economics, Business Administration, or a related discipline.

- MBA, CFA, CFP, NISM certifications, or other relevant professional qualifications will be an advantage.