Private Banking – Wealth Manager

MANDATORY REQUIREMENTS
• Proven experience in private banking, wealth management, or HNI/UHNI client relationship management

• Demonstrated track record of acquiring affluent clients and generating business through personal networks, referrals, and professional connections

• Strong expertise in AUM growth, portfolio management, investment advisory, and revenue generation

• Experience managing HNI/UHNI clients, entrepreneurs, business owners, and affluent individuals, with a focus on client retention and relationship deepening

ABOUT THE CLIENT
Our client is a reputed private wealth management firm offering comprehensive financial and investment solutions to affluent individuals, HNIs, UHNIs, entrepreneurs, and business families. The firm focuses on personalized wealth advisory, investment management, portfolio diversification, and long-term relationship building through tailored financial solutions.

JOB ROLES & RESPONSIBILITIES
• Acquire and onboard new HNI/UHNI clients through networking, referrals, existing professional relationships, and market development.

• Develop and maintain long-term relationships with affluent individuals, business owners, entrepreneurs, family offices, and senior professionals.

• Grow Assets Under Management (AUM), client wallet share, and revenue through effective relationship management and cross-selling.

• Understand clients’ financial goals, investment objectives, risk appetite, liquidity needs, and investment horizons to recommend suitable wealth solutions.

• Advise clients on equities, mutual funds, fixed income, bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), structured products, insurance, and other relevant investment products.

• Conduct periodic portfolio reviews, recommend suitable asset allocation strategies, and communicate relevant market developments and investment opportunities.

• Achieve targets related to client acquisition, net new money, AUM growth, revenue generation, and product penetration.

• Collaborate with internal investment specialists, research teams, product teams, and other stakeholders to deliver customized wealth management solutions.

• Ensure compliance with KYC/AML requirements, client risk profiling, product suitability, confidentiality standards, and applicable regulatory guidelines.

• Deliver a high-quality client experience through proactive servicing, timely communication, and professional relationship management.

QUALIFICATION & EXPERIENCE
• Graduate or postgraduate degree in Finance, Commerce, Economics, Business Administration, or a related discipline.

• 8–20 years of relevant experience in private banking, wealth management, investment advisory, or affluent/HNI client relationship management.

• Strong understanding of financial markets, investment products, asset allocation, and portfolio construction.

• Excellent communication, negotiation, presentation, and interpersonal skills.

• Relevant certifications such as NISM, CFP, or CFA will be an advantage, subject to the role and applicable regulatory requirements.

OTHER DETAILS
Reporting To: Business Head – Private Wealth
Industry Target: Private banking divisions of domestic or international banks, established wealth management firms, private wealth advisory businesses, and financial institutions catering to HNI/UHNI clients.
Work Model Arrangement: Onsite