Private Banker
- Location: Mangaluru, Tiruchirappalli, Thiruvananthapuram (India)
- Work arrangement: on site
- Employment type: Full Time
- Seniority: senior
- Posted:
Job description
Position:
Private Banker
Company:
Weekday's Client
Location:
India, Mangaluru, Karnataka; Tiruchirappalli, Tamil Nadu; Thiruvananthapuram, Kerala
Employment type:
Full-time
Short Summary:
We are seeking an experienced and relationship-driven Private Banker to join a leading bank's Wealth Management division, focusing on managing High-Net-Worth Individual (HNI) and Ultra-High-Net-Worth Individual (UHNI) clients.
Responsibilities:
- Build, manage, and grow a portfolio of HNI and UHNI clients by understanding their financial goals and risk appetite.
- Deliver comprehensive wealth management solutions across investment products, banking services, insurance, lending, and estate planning.
- Develop customized portfolio management strategies aligned with clients' financial objectives and market conditions.
- Identify new business opportunities through referrals, networking, and relationship expansion initiatives.
- Conduct regular portfolio reviews and recommend appropriate adjustments based on market trends and evolving client needs.
- Collaborate with internal product specialists and investment teams to provide holistic financial solutions.
- Monitor financial markets, economic developments, and regulatory changes to deliver timely insights to clients.
- Ensure compliance with internal policies, regulatory guidelines, and risk management standards.
- Maintain high levels of client engagement through regular reviews, financial planning discussions, and proactive communication.
- Achieve revenue, asset under management (AUM), and client acquisition targets while maintaining exceptional service quality.
Requirement:
- Strong expertise in Wealth Management
- Hands-on experience in Portfolio Management
- Proven ability to manage HNI/UHNI client relationships
- Strong understanding of financial markets, investment products, and banking solutions
- Excellent relationship-building, communication, and negotiation skills
- Ability to analyze client financial profiles and recommend suitable wealth strategies
- Strong business development and client acquisition capabilities
- High level of professionalism, integrity, and customer-centric approach
Benefits:
- Relevant certifications such as NISM, CFP, CFA, or equivalent
- Experience working with family offices or private banking divisions
- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline
- MBA (Finance) or relevant professional certifications will be an added advantage
- 6–30 years of experience in Private Banking, Wealth Management, Retail Banking, or Financial Advisory roles.
Private Banker
Company:
Weekday's Client
Location:
India, Mangaluru, Karnataka; Tiruchirappalli, Tamil Nadu; Thiruvananthapuram, Kerala
Employment type:
Full-time
Short Summary:
We are seeking an experienced and relationship-driven Private Banker to join a leading bank's Wealth Management division, focusing on managing High-Net-Worth Individual (HNI) and Ultra-High-Net-Worth Individual (UHNI) clients.
Responsibilities:
- Build, manage, and grow a portfolio of HNI and UHNI clients by understanding their financial goals and risk appetite.
- Deliver comprehensive wealth management solutions across investment products, banking services, insurance, lending, and estate planning.
- Develop customized portfolio management strategies aligned with clients' financial objectives and market conditions.
- Identify new business opportunities through referrals, networking, and relationship expansion initiatives.
- Conduct regular portfolio reviews and recommend appropriate adjustments based on market trends and evolving client needs.
- Collaborate with internal product specialists and investment teams to provide holistic financial solutions.
- Monitor financial markets, economic developments, and regulatory changes to deliver timely insights to clients.
- Ensure compliance with internal policies, regulatory guidelines, and risk management standards.
- Maintain high levels of client engagement through regular reviews, financial planning discussions, and proactive communication.
- Achieve revenue, asset under management (AUM), and client acquisition targets while maintaining exceptional service quality.
Requirement:
- Strong expertise in Wealth Management
- Hands-on experience in Portfolio Management
- Proven ability to manage HNI/UHNI client relationships
- Strong understanding of financial markets, investment products, and banking solutions
- Excellent relationship-building, communication, and negotiation skills
- Ability to analyze client financial profiles and recommend suitable wealth strategies
- Strong business development and client acquisition capabilities
- High level of professionalism, integrity, and customer-centric approach
Benefits:
- Relevant certifications such as NISM, CFP, CFA, or equivalent
- Experience working with family offices or private banking divisions
- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline
- MBA (Finance) or relevant professional certifications will be an added advantage
- 6–30 years of experience in Private Banking, Wealth Management, Retail Banking, or Financial Advisory roles.
Skills
- business_development
Languages
EN, HI
Apply
Open this job in our interactive board to apply, save it, or sign up for matched alerts on similar roles.
View & apply