Private Banker (Bengaluru)

Private Banker (Bengaluru)

06 Nov
|
WOW Softech
|
Bengaluru

06 Nov

WOW Softech

Bengaluru

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

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