Wealth Manager - Private Banking

Role & responsibilities:

- Source, engage, and manage HNI/UHNI clients for real estate investment opportunities across MEA markets Advise clients on investment strategies including capital allocation, rental yields, portfolio diversification, and cross-border investments

- Build and manage a strong pipeline of investors with focus on high-value transactions

- Drive end-to-end client lifecycle from acquisition, onboarding, advisory, to transaction closure

- Coordinate with international teams, developers, and internal stakeholders for seamless deal execution - Manage investor documentation, compliance, and transaction processes in line with regulatory requirements

- Represent the organization at investor meets, wealth forums, and exclusive networking events

- Develop and maintain long-term relationships to drive repeat investments and referrals

- Track market trends across MEA real estate markets and provide insights to clients

- Achieve revenue targets through successful deal closures and portfolio growth

Preferred candidate profile:

- Bachelors / Masters Degree in Finance, Business Administration, or related field

- 7+ years of experience in Private Banking / Wealth Management / Luxury Real Estate Sales

- Strong existing network of HNI/UHNI clients with ability to handle high-ticket investments (INR 310 Cr+)

- Good understanding of cross-border investments, FEMA / LRS regulations, and global asset allocation

- Strong advisory mindset with ability to position investment products strategically

- Excellent communication, presentation, and relationship management skills

- Strong negotiation skills and commercial acumen

- Fluency in English is mandatory; regional languages are an added advantage

- Willingness to travel for client meetings and international engagements