Company Description
FundsIndia Private Wealth is India’s premier digital investment platform, offering seamless wealth management solutions to investors across the country. Backed by robust technology and an investor-centric approach, the firm provides opportunities across asset classes with a focus on long-term financial well-being. By combining cutting-edge digital tools with personalized advisory, FundsIndia Private Wealth delivers tailored investment experiences and outcomes for diverse client segments.
Role Description
This is a Private Banker role based in Mumbai. The Private Banker will manage and grow a portfolio of high-net-worth and affluent clients by understanding their financial goals and designing customized investment and wealth management strategies. Day-to-day responsibilities include conducting detailed financial planning discussions, advising on asset allocation and product selection, executing and monitoring investment transactions, and reviewing portfolios regularly to ensure alignment with client objectives and risk profiles.



The role involves building long-term client relationships through proactive communication, market and product updates, and coordinated service support with internal teams.

Qualification
Candidates should possess strong skills in Finance and Investments, with the ability to analyze markets, products, and portfolios.
Candidates should possess expertise in Financial Planning and Asset Allocation to design comprehensive wealth strategies tailored to client objectives.
Candidates should possess solid knowledge of Private Banking practices, including client onboarding, relationship management, and regulatory compliance.
Relevant skills in client advisory, communication, and negotiation to build trust-based, long-term relationships with diverse investors.
Bachelor’s degree in Finance, Economics, Business, or a related field; qualified certifications such as CFP, CFA, or NISM/AMFI are an advantage.
Prior experience in wealth m

📌 Private Banker (Mumbai)
🏢 FundsIndia Private Wealth
📍 Mumbai