Senior Wealth Manager/Private Banker

22 hours ago

Bengaluru, India Leading Wealth Management Group Full time

Locations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring diversified asset allocation beyond branch-sourced business. Key Responsibilities: - Manage and deepen relationships with HNI or UHNI clients, delivering sophisticated wealth advisory and investment solutions. - Drive and own AUM growth with clear bifurcation across Mutual Funds, AIFs, PMS, FDs, Bonds, Insurance, and Structured Products. - Lead, mentor, and develop a regional team of Wealth Managers/RMs to enhance productivity, acquisition, and strategic planning. - Ensure compliant advisory standards and deliver superior client engagement and experience. - Acquire new high-value clients through strategic networking, referrals, and market mapping. - Conduct regular portfolio reviews and rebalance allocations aligned to client goals and market movements. - Achieve region-wise revenue, AUM growth, and retention targets through cross-selling and wallet share optimization. Requirements: - 15-22 years of experience in wealth management/private banking, handling HNI or UHNI portfolios. - Extensive experience managing large AUM across MF, AIF, PMS, FDs, and other investment categories. - Proven regional leadership experience; team management exposure preferred. - Strong expertise in capital markets, portfolio construction, and investment strategy. - Exceptional leadership, communication, and relationship management skills.

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