Hiring: Private Bankers / Senior Private Bankers
Locations: Delhi | Mumbai | Bengaluru | Chennai | Kolkata
We are hiring experienced professionals for Private Banking / Wealth Management roles with one of the leading financial institutions.
Key Responsibilities:
- Acquire, manage and develop relationships with HNI & UHNI clients.
- Drive recent client acquisition and grow Assets Under Management (AUM).
- Provide customized wealth management and investment solutions.
- Cross-sell investment products and structured financial solutions.
- Build and maintain long-term relationships with affluent clients.
- Manage client portfolios and ensure high-quality service delivery.
- Achieve business targets through revenue generation and portfolio growth.
Required Experience & Skills:
- 818 years of relevant experience in Private Banking / Wealth Management.
- Strong experience in HNI/UHNI client acquisition and relationship management.
- Good understanding of investment products such as:
- Mutual Funds
- PMS & AIF
- Bonds / Fixed Income
- Structured Products
- Insurance & Alternative Investments
- Proven track record of AUM generation and portfolio management.
- Excellent communication, networking and client-handling skills.
- Candidates from Banks, NBFCs, Wealth Management Firms and Private Banking institutions preferred.
Preferred Candidate Profile:
- Existing HNI/UHNI client relationships.
- Strong investment-product distribution experience.
- Ability to generate business through client acquisition and cross-selling.
- Consistent track record of achieving business targets.
Interested Candidates
Share your updated CV at:
Email:
[email protected]
Contact: (phone hidden)
📌 Private Banker (Bengaluru)
🏢 WOW Softech
📍 Bengaluru