Private Banker / Playing Captain - Wealth Management

Role Overview :

You will be the trusted advisor and relationship manager for HNI's & UHNI's, delivering personalized wealth solutions across investments, banking, estate planning, and advisory. You will be responsible for acquiring new clients, deepening existing relationships, and driving AUM growth by offering best-in-class products and services.

Location : Bangalore / Hyderabad / Chennai / Mumbai

Role : Private Banker / Playing Captain

Key Responsibilities :

Client Acquisition & Relationship Management

• Acquire new UHNI clients through strong networks, referrals, and market presence.
• Build and manage long-term relationships with a portfolio of UHNIs, family offices, and key stakeholders.

Investment Advisory

Provide customized investment solutions aligned with clients' risk appetite, financial goals, and market outlook.

Collaborate with product specialists, research teams, and portfolio managers to deliver high-impact strategies.

Product Knowledge & Cross-functional Collaboration

Stay abreast of investment products, structured solutions, alternate assets, and regulatory developments.

Risk, Compliance, and Governance :

Ensure adherence to internal policies, KYC / AML norms, and regulatory standards.

Revenue Generation & Reporting

Achieve targets for revenue, AUM, and client acquisition.

Maintain regular MIS reporting and pipeline tracking.

Perks and benefits :

Salary

High-quality leads

Incentives

Preferred candidate profile

Professionals with experience Catering to HNI / UHNI Clients-

Strong understanding of investment products and market dynamics.

(ref : iimjobs.com)