Senior Private Banker / Wealth Manager (Gurugram)

Senior Private Banker / Wealth Manager (Gurugram)

02 Aug
|
iVentures Capital
|
Gurugram

02 Aug

iVentures Capital

Gurugram

Company Overview iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we manage assets worth ₹1,200+ crore for over 850 affluent relationships, including UHNIs, CEOs, CXOs, Founders, Trusts, and Family Offices.

Visit us at www.iventurescapital.in

We are looking for an experienced Senior Private Banker/Wealth Manager to drive business growth by acquiring and managing HNI/UHNI client relationships while delivering comprehensive wealth management solutions.

Key Responsibilities Advise HNI/UHNI clients on global investment opportunities across PMS, AIFs, ETFs, private credit, and dollar-denominated assets while driving AUM growth.

Build and manage long-term relationships with HNIs, UHNIs, Family Offices, and Institutional clients.

Develop diversified global portfolios through strategic asset allocation and market-driven investment strategies.

Demonstrate strong understanding of global financial markets, macroeconomic trends, and cross-border investment opportunities.

Acquire current clients through referrals, strategic partnerships, and professional networks.

Collaborate with Research,



Investment, and Operations teams to deliver seamless wealth management solutions.

Ensure compliance with SEBI regulations, KYC/AML norms, and internal policies.

Qualifications & Skills 8+ years of experience in Private Banking, Wealth Management, or Family Office Advisory.

Robust understanding of global financial markets, private credit, PMS, AIFs, ETFs, and dollar-denominated investment products.

Proven ability to acquire and advise HNI/UHNI clients while consistently growing AUM.

Experience in portfolio construction, asset allocation, and global wealth solutions.

NISM/AMFI certification mandatory; CFP/CFA preferred.

Excellent relationship management, communication, and presentation skills. What to Expect? Work with a premium Indian & Global HNI/UHNI client base.

Competitive salary with performance incentives.

Direct exposure to senior leadership.

High-growth, entrepreneurial work environment.

Continuous learning and career advancement opportunities. ? Location: Gurgaon

📌 Senior Private Banker / Wealth Manager (Gurugram)
🏢 iVentures Capital
📍 Gurugram

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