Company Description
IIFL Capital Services Limited is a full-service financial institution that integrates Wealth Management, Investment Banking, and Institutional Equities on a research-driven platform. With a multi-decade legacy of trust and innovation, the firm partners with HNI/UHNI families, entrepreneurs, and institutions to grow wealth and support long-term legacy planning. IIFL Capital operates across India and key global financial centers, offering solutions in portfolio management, alternative investments, structured strategies, lending, insurance, and succession planning. Its philosophy emphasizes long-term value creation, disciplined asset allocation, open-architecture product access, and streamlined risk management. Through a relationship-led approach, IIFL Capital provides clarity, foresight, and continuity for clients across generations.

Role Description
The Private Banker will manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, serving as a trusted advisor on wealth management and investment solutions. This full-time,



in office role based in Surat involves understanding client goals, designing customized financial strategies, and proactively offering products across investments, lending, insurance, and estate planning. Day-to-day responsibilities include client acquisition, relationship management, portfolio reviews, and coordination with internal product, research, and operations teams to deliver integrated solutions. The role requires diligent monitoring of market developments, preparing client proposals, ensuring compliance with regulatory standards, and maintaining accurate documentation and reporting. The Private Banker will also participate in business development initiatives, networking activities, and client events to deepen relationships and drive growth.

Qualifications
- Strong relationship management and client advisory skills, with the ability to understand complex financial needs and build long-term trust.
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📌 Private Banker (Surat)
🏢 IIFL Capital Services
📍 Surat