Private Banker
- UHNI & Family Offices

Location:
Bengaluru / Chennai / Kolkata / Guwahati Wealth + Direct Equity + Portfolio Strategy. For candidates with 3–7 years of experience in wealth management, private banking, broking, or investment advisory Qualification: MBA / CFA / CA / Graduate preferred 1. A rare combination of Asset Allocation and Direct Equity Most attractive differentiator. You get to work on the overall portfolio strategy while also identifying and recommending individual stocks, instead of being restricted to one function. 2. Investment ideas that influence real portfolios Your research and investment views can translate into actual client recommendations. This offers greater ownership than preparing research or internal presentations alone. 3. Exposure to HNI and UHNI clients The opportunity to shape portfolios for discerning investors would deepen your understanding of sophisticated wealth management. 4. Freedom to express investment conviction The role involves developing independent market views, building defensible equity theses,



and translating research into portfolio decisions. 5. Access to research, product and technology resources You can focus on investment thinking while leveraging an established support ecosystem rather than working in isolation. ? REQUIREMENTS
• Proven track record in Private Banking, Wealth Management, or Multi-Family Offices catering to UHNIs.
• Deep functional expertise in AIF, PMS, Structured Products, Mutual Funds, and Fixed Income solutions.
• Robust network and existing relationships within the UHNI, Promoter, and Family Office ecosystem.
• Strong understanding of capital markets, asset allocation principles, and regulatory frameworks.
• Excellent communication, relationship management, and advisory skills. #PrivateBanking #WealthManagement #UHNI #FamilyOffice #AIF #PMS #StructuredProducts #MutualFunds #WealthAdvisory #BFSIJobs #BankerJobs #ChennaiJobs #BengaluruJobs #KolkataJobs #GuwahatiJobs #Hirings

📌 Senior Private Banker (Bengaluru)
🏢 Moneylicious Investments And Consulting Services Private
📍 Bengaluru