Senior Wealth Manager/Private Banker
6 hours ago
Locations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe 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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Private Banker
3 weeks ago
Bengaluru, India TriGen Wealth Full timeJob Description Company Description TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime...
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Private Banker
5 days ago
Bengaluru, Karnataka, India TriGen Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per yearCompany DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...
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UHNI Private Banker
5 days ago
Bengaluru, India Michael Page Full timeOpportunity to create wealth for yourself and lead the private banking business. Be a part of a global private banking platform with a robust product offering. About Our Client A leading specialised private banking firm with a global set up across 20 countries which specialises into investment banking, institutional equities, asset management, private...
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Private Banker
24 hours ago
Bengaluru, Karnataka, India Barclays Full time**Job Title**: Private Banker **Corporate Grade**: D **Reports to (Line Manager’s Job Title)**: Sunit Jain **Direct Reports (if applicable)**: NA **Business Area**: Consumer, Cards & Payments **Department/Function Level 1**: Private Bank **Department/Function Level 2**: Private Bank Asia **Primary Location**: Bangalore **IAR Role** No **CBI...
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Bengaluru, Chennai, Cochin / Kochi / Ernakulam, India Quick Turtle Full timeJob Description 1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking. 3) Networking and cultivating a good relationship with the clients. 4) Knowledge of - Equity and Debt based products , Loans 5) Exceptional Selling...
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Bengaluru, Gurugram, Mumbai, India Pylon Management Consulting Full time ₹ 6,00,000 - ₹ 24,00,000 per yearJob Title: Private Banker- HNI SegmentWork Location: Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid)Experience: 5 to 15 yearsIndustry: Financial Services / Wealth TechRole & responsibilitiesJob Description:We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most...
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Private wealth manager
3 days ago
Bengaluru, India TekPillar® Full timeLocation: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored...
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Private Wealth Manager
1 week ago
Bengaluru, India TekPillar® Full timeLocation: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored...
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Private Wealth Manager
1 week ago
Bengaluru, India TekPillar® Full timeLocation: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored...
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Private Wealth Manager
2 days ago
Bengaluru, India TekPillar® Full timeLocation: Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored...
