We are looking for an experienced Private Banker to manage and grow relationships with UHNI/HNI clients. The ideal candidate should have a strong track record in client relationship management, portfolio handling, and new client acquisition, with experience managing client accounts/AUM of 75 Cr+.
Key Responsibilities
- Manage and strengthen relationships with HNI and UHNI clients.
- Handle and grow client portfolios with 75 Cr+ in AUM/account value.
- Acquire new HNI/UHNI clients through networking, referrals, and market outreach.
- Understand clients’ financial goals and provide suitable investment and wealth-management solutions.
- Drive client engagement, retention, cross-selling, and upselling opportunities.
- Build long-term relationships with key clients and act as their primary point of contact.
- Monitor portfolio performance and proactively identify opportunities based on client requirements.
- Work closely with investment, product, and research teams to deliver customized solutions.
- Maintain strong knowledge of financial products, investment opportunities,
and wealth-management solutions.
- Ensure high standards of client servicing, confidentiality, and compliance.
Key Requirements
- 5+ years of relevant experience in Private Banking, Wealth Management, Investment Banking, or related financial services.
- Demonstrated track record in client acquisition and business development.
- Strong relationship-management and client-retention skills.
- Excellent communication, networking, and interpersonal skills.
- Ability to understand complex financial requirements and provide customized solutions.
- Strong market knowledge and commercial orientation.
- Existing HNI/UHNI client relationships or a strong network will be an advantage.
Ideal Candidate
A relationship-driven professional with a strong HNI/UHNI network, proven client acquisition capabilities, and experience managing significant client portfolios, who can contribute to both business growth and long-term client relationships.
Salary: 18–20 LPA
Location: Delhi
📌 Private Banker (Delhi)
🏢 Stellaspire
📍 Delhi
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