We are hiring experienced Private Bankers / Wealth Managers for a leading wealth management organization.
This is a client-facing role focused on acquiring and managing HNI/UHNI clients , providing wealth advisory solutions, growing AUM, and building long-term client relationships.
Key Responsibilities
- Acquire and manage HNI/UHNI client relationships .
- Drive new client acquisition and business development.
- Provide portfolio management and investment advisory services.
- Recommend and cross-sell wealth products including Bonds, PMS, AIFs and Mutual Funds .
- Build long-term relationships and increase client wallet share.
- Drive revenue and AUM growth as per business objectives.
- Network with prospective HNI/UHNI clients and develop new business opportunities.
- Lead, mentor and support team members where applicable.
- Maintain strong individual business performance and client relationships.
- Experience in Wealth Management, Private Banking or NBFC Wealth preferred.
- Proven track record of handling HNI/UHNI clients .
- Strong understanding of investment products and financial markets.
- Excellent relationship management and networking skills.
- Strong client acquisition and business development capabilities.
- Robust communication, negotiation and presentation skills.
- NISM Certification is mandatory.
AUM & Business Criteria
- Individual AUM Book: 200 Cr+ :
- Team AUM: 600 Cr+ preferred :
- Average Ticket Size: 2-3 Cr+ : Qualification
Graduate / Postgraduate in Finance, Business Administration or a related discipline .