Company Description Ionic Wealth is a wealth-tech platform focused on reimagining wealth management for India’s emerging and ultra-high-net-worth individuals. The firm offers exclusive investment opportunities, expert insights across asset classes, and contextual wealth solutions through a connected omni-channel experience.

Ionic

Wealth combines human advisory expertise with advanced technology and Ionic Wealth AI to deliver more relevant and timely wealth intelligence. The company emphasizes helping clients focus on what truly matters in managing wealth, rather than simply providing more information.

Ionic

Wealth operates under SEBI regulations and partners with third-party asset management companies to offer a broad investment universe.

Role Description The Private Banker Ionic role is a full-time, on-site position based in Hyderabad. This role is responsible for managing and growing relationships with high-net-worth and ultra-high-net-worth clients, understanding their financial goals, and providing tailored investment and wealth management solutions. Day-to-day responsibilities include conducting detailed financial assessments, advising on asset allocation and portfolio construction, executing investment strategies, and monitoring portfolio performance.

The Private





Banker will collaborate with internal product and research teams to deliver contextual, data-driven recommendations, leveraging Ionic Wealth’s platform and AI-enabled insights. The role also involves regular client meetings, proactive communication, and adherence to regulatory and compliance standards.

Qualifications

- Candidates should possess solid expertise in Financial Planning and Private Banking.
- Candidates should possess solid knowledge of Finance and Investments.
- Candidates should possess sound skills in Asset Allocation and portfolio construction.
- Candidates should possess excellent client relationship management and communication skills.
- Candidates should possess strong analytical abilities and comfort working with digital wealth-tech platforms.
- Candidates should possess thorough understanding of regulatory and compliance requirements in financial services.
- Candidates should possess a bachelor’s or master’s degree in Finance, Economics, Business, or a related field; relevant certifications (such as CFP, CFA, or equivalent) are advantageous.
- Candidates should possess the ability to work collaboratively with cross-functional teams and maintain high ethical standards in all client interactions.

📌 Private Banker ionic (Hyderabad)
🏢 Ionic Wealth
📍 Hyderabad