Generational Capital

PRIVATE BANKER

About the Role:
We are hiring for a Private Banker. The most prevalent part of a private banker's job is to manage their clients’ financial circumstances with a focus on maintaining a robust relationship between the client and the company. Private bankers begin managing clients' complex financial matters by evaluating their current financial position. This review involves gathering information about their clients' total assets and providing recommendations on how to position investments and savings to achieve the client's objectives.

You will be based out of New Delhi. You will work closely with the Founder, Mr. Satwik Jain, playing a key role in serving the firm's High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clientele. You will engage directly with clients to understand their financial objectives, aspirations, and challenges, enabling the delivery of customized wealth management solutions.





Your primary responsibility will be to acquire new private client relationships while nurturing and expanding existing relationships with clients having a Total Relationship Value (TRV) exceeding 7 crore. You will oversee the management of HNI, UHNI, and family office portfolios, developing and presenting tailored investment strategies and value propositions aligned with each client's comprehensive financial plan.

Key Responsibilities:
- Acquire new private client relationships.
- Nurture and expand existing relationships with clients having a Total Relationship Value (TRV) exceeding 7 crore.
- Oversee the management of HNI, UHNI, and family office portfolios.
- Develop and present tailored investment strategies and value propositions.
- Align financial plans with each client's comprehensive financial plan.
- Engage directly with clients to understand their financial objectives, aspirations, and challenges.

Skills and Qualifications:
- 2-6 years of client relationship experience in wealth management/Investment advisory or private

📌 Private Banker (Delhi)
🏢 Stellaspire
📍 Delhi