Posted by
Posted in
Sales & Marketing
Job Code
1675862

For Private Bankers advising 50+ HNI/ UHNI/ NRI clients - this is your opportunity to build your own long-term career in wealth management.
We are partnering with one of India's most respected and fastest-growing private wealth firms to onboard a select group of senior professionals from leading global and domestic private banks.
This opportunity is designed for individuals who have built deep trust with HNI/ UHNI/ NRI clients and regularly advise on investments of - 50L+ per client, but are now seeking a platform with greater flexibility, broader investment access, and stronger long-term upside.
The Firm
Our client is a leading investment-led wealth institution trusted by promoters, entrepreneurs, and UHNI families across India and globally.
The platform offers:
- Institutional-grade investment platform across public and private markets
- Access to differentiated opportunities including Private Equity, Pre-IPO, Structured Investments, Private Credit, and AIFs
- Strong research, execution, and advisory capabilities
- High credibility with UHNI and promoter clients
- Entrepreneurial model enabling professionals to build and scale their own client franchise
- This is a pure wealth platform-without the balance sheet constraints, product restrictions, or structural limitations typical in banking environments.
Who This Role is Designed For
Private Banking and Private Client Group professionals currently with:
Global private banks, Domestic private banks, Leading wealth platforms
Specifically individuals who:
- Advise and manage relationships with at least 50 HNI/ UHNI/ NRI clients
- Regularly engage clients in investment discussions of - 50L+ per client
- Have established credibility and trust with business owners, promoters, and senior professionals
- Play an active role in portfolio discussions, asset allocation, and wealth strategy
- Existing AUM ownership is not mandatory, but strong client influence and engagement is essential.
Role Overview
- Build and deepen relationships with HNI/ UHNI/ NRI and promoter/ founder clients
- Advise on wealth creation, asset allocation, and investment strategies
- Grow client assets and engagement over time
- Leverage the platform's investment capabilities to deliver differentiated solutions
- Build a scalable, long-term client franchise
What Makes This Opportunity Meaningful
- Ability to operate as a trusted advisor without institutional limitations
- Access to broader and differentiated investment opportunities
- Greater ownership of client relationships
- Strong earning potential aligned with long-term growth
- Platform designed for serious private wealth professionals
Experience Requirement
- 8 to 15+ years in Private Banking / Private Client Group
- Currently advising at least 50 HNI/ UHNI/ NRI clients
- Regular client investment engagement of - 50L+ per client
- Strong relationship credibility
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Posted by
Posted in
Sales & Marketing
Job Code
1675862