Company Description Nexedge Capital is an elite wealth management and multi-family office firm that serves ultra-high-net-worth families and corporate clients as a trusted net worth confidant. The firm provides an end-to-end ecosystem that integrates financial investments, portfolio management, estate planning, and global mobility, all tailored to individual client goals. Nexedge Capital operates with strong objectivity and integrity, using an open-architecture approach and unbiased product selection to deliver technology-enabled, personalized wealth solutions. With over 1200+ man-years of collective experience, the trust of 1000+ UHNI families, and prior management of assets exceeding $10 billion, its seasoned advisors bring deep insights and prudence across market cycles. The firm is dedicated to helping clients not only manage wealth, but also cultivate enduring legacies grounded in stewardship and long-term prosperity.
Role Description This is a full-time, on-site Private Banker role based in Mumbai.



The Private Banker will manage and grow relationships with UHNI clients and families, providing tailored advice on investments, asset allocation, and comprehensive wealth strategies. Responsibilities include assessing client financial needs, designing and implementing personalized financial plans, monitoring portfolios, and proactively recommending adjustments aligned with market conditions and client objectives. The role involves coordinating with internal specialists on estate planning, global mobility, and other advisory services, while ensuring regulatory compliance and high standards of client service. The Private Banker will also contribute to business development by identifying current opportunities, preparing client presentations, and maintaining accurate documentation and reporting.
Qualifications

Strong financial planning skills with the ability to design and implement comprehensive wealth strategies.
Solid foundation in finance and investments, including und

📌 Private Banker (Mumbai)
🏢 Nexedge Capital
📍 Mumbai