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Private Banking

Private Banking

Investment banking self-employedMumbai, Maharashtra, India
1 day ago
Job description

Location : [Mumbai Bandra West]

Department : Private Banking

Employment Type : Full-time

Key Responsibilities :

Client Relationship Management

  • Serve as the primary point of contact for assigned HNWI / UHNWI clients.
  • Build, manage, and deepen relationships by understanding client goals, financial circumstances, and risk tolerance.
  • Provide tailored advice on investments, wealth planning, credit, and other banking services.

Business Development

  • Identify and pursue new client acquisition opportunities through personal networks, referrals, and targeted marketing initiatives.
  • Develop and execute strategic plans to grow the client base and AUM.

    • Portfolio Management

  • Collaborate with investment specialists and product teams to propose and execute customized portfolio strategies.
  • Monitor client portfolios, ensuring alignment with financial goals and market conditions.

    • Risk & Compliance

  • Ensure all client onboarding, KYC / AML, and due diligence processes meet regulatory and internal compliance standards.
  • Adhere to risk management and operational procedures in all client interactions.

    • Team Collaboration

  • Work closely with internal partners (e.g., investment advisors, product specialists, legal, and compliance) to deliver a holistic wealth management experience.
  • Mentor junior bankers or relationship managers as appropriate.

    • Qualifications :

  • Bachelor’s degree in Finance, Business Administration, Economics, or related field (MBA / CFA preferred).
  • [X]+ years of experience in private banking, wealth management, or related financial services.
  • Proven track record of managing and growing HNWI / UHNWI client relationships.
  • Strong understanding of investment products, credit structures, and wealth planning solutions.
  • Excellent interpersonal, communication, and relationship-building skills.
  • Regulatory certifications / licenses as required by jurisdiction (e.g., Series 7 / 63, SFC Type 1 / 4 / 9, or equivalent).
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    Banking • Mumbai, Maharashtra, India