Moneylicious Investments And Consulting Services Private
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Bengaluru
03 Nov
Moneylicious Investments And Consulting Services Private
Bengaluru
Private Banker - UHNI & Family Offices
Location: Bengaluru / Chennai / Kolkata / Guwahati
Experience: 6 - 12 years
KEY RESPONSIBILITIES
- Manage and grow a portfolio of Ultra High Net Worth Individuals (UHNIs), High Net Worth Individuals (HNIs), and Family Offices.
- Formulate tailored wealth management strategies and provide holistic investment advice across diverse asset classes.
- Source, advise on, and distribute premium products including Alternative Investment Funds (AIF), Portfolio Management Services (PMS), Structured Products, Mutual Funds, and Unlisted Equities.
- Deepen existing client relationships and drive net current money (NNM) growth through active networking and referrals.
- Conduct comprehensive portfolio reviews and align investment allocations with client risk profiles and financial goals.
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.
- Strong 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.