This role is for one of the Weekday's clients
Min Experience: 6+ years
Location: Mangaluru, Karnataka, India, Tiruchirappalli, Tamil Nadu, India, Trivandrum
JobType: full-time
We are seeking an experienced and relationship-driven Private Banker to join a leading bank's Wealth Management division. This role is ideal for professionals who have a strong track record of managing High-Net-Worth Individual (HNI) and Ultra-High-Net-Worth Individual (UHNI) clients while delivering customized financial and wealth management solutions.
As a Private Banker, you will be responsible for building long-term client relationships, understanding their financial objectives, and providing tailored wealth management strategies. The ideal candidate combines deep financial expertise with exceptional relationship management skills to help clients preserve, grow, and transfer their wealth across generations.
Key Responsibilities
Build, manage, and grow a portfolio of HNI and UHNI clients by understanding their financial goals and risk appetite.




Deliver comprehensive wealth management solutions across investment products, banking services, insurance, lending, and estate planning.
Develop customized portfolio management strategies aligned with clients' financial objectives and market conditions.
Identify recent business opportunities through referrals, networking, and relationship expansion initiatives.
Conduct regular portfolio reviews and recommend appropriate adjustments based on market trends and evolving client needs.
Collaborate with internal product specialists and investment teams to provide holistic financial solutions.
Monitor financial markets, economic developments, and regulatory changes to deliver timely insights to clients.
Ensure compliance with internal policies, regulatory guidelines, and risk management standards.
Maintain high levels of client engagement through regular reviews, financial planning discussions, and proactive communication.
Achieve revenue, asset under manageme

📌 Private Banker (Tiruchirappalli)
🏢 Weekday AI
📍 Tiruchirappalli