Job Description:

Job Title: Private Banker
Department: Wealth Management / Retail Banking
Location: [City, State]
Reporting To: Regional Head – Private Banking / Wealth Management

Job Purpose

To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building solid client relationships, driving portfolio growth, and delivering a superior banking experience.

Key Responsibilities
Client Relationship Management:
Act as a trusted advisor to HNW clients.
Build and manage a portfolio of high-value clients.
Understand client needs and provide customized financial solutions.
Financial Planning & Investment Advisory:
Recommend appropriate investment products like mutual funds, bonds, equities, PMS, AIFs, and insurance based on risk profiling.
Conduct periodic portfolio reviews and rebalancing.
Ensure compliance with regulatory guidelines while advising.
Business Development:
Acquire recent HNW clients through referrals, networking,



and personal connections.
Drive cross-sell prospects in loans, deposits, and wealth products.
Compliance & Risk Management:
Ensure complete documentation and adherence to KYC/AML norms.
Monitor and mitigate portfolio risk.
Customer Experience:
Deliver a high standard of service.
Proactively resolve customer issues and escalate as needed.

Qualifications & Experience
Graduate/Postgraduate in Finance, Business Administration, or related field.
AMFI/NISM certification preferred.
4–8 years of experience in private banking, wealth management, or HNI relationship management.
Strong knowledge of financial markets, products, and regulations.

Key Skills
Relationship Management
Investment Advisory
Financial Planning
Communication & Presentation
Analytical Thinking
Sales and Target Orientation
Knowledge of Banking & Wealth Products

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