Private Banker

10-15 years of relevant experience in wealth management

• Proven track record of acquiring and managing HNI / UHNI clients
• Strong expertise in investment advisory and portfolio management
• Ability to generate and scale AUM and revenue from client Exposure to unlisted investment opportunities or alternative assets
• Excellent communication and interpersonal skills
• High degree of customer orientation and solution-driven thinking
• The candidate should come in with a minimum AUM of 200Cr
• Graduate / Post Graduate degree is Acquire and deepen relationships with HNI and Ultra-HNI clients
• Counsel clients on investment strategies and manage overall financial portfolios
• Generate AUM and revenue by leveraging client Continuously track and research financial markets, investment products, and trends to curate portfolio solutions
• Identify and evaluate unlisted deal opportunities; help build an ecosystem around these Act as the primary point of contact for assigned clients, ensuring timely and proactive support
• Drive wallet share growth and client satisfaction through trust-based advisory
• The role demands business acumen and result orientation Prior experience in private banking, broking-led wealth firms, or boutique wealth firms is a plus

ref : iimjobs.com)