Private Banker

4 days ago

Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Company Description

Nuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.

Why Nuvama:

  • Leading independent player in India's fast-growing wealth sector.
  • Strong brand legacy + modern digital approach.

  • High-growth potential with India's rising HNI population.

  • Job Role Description

A Private Banker provides high-net-worth individuals (HNWIs) and ultra-high-net-worth clients (UHNWIs) with bespoke financial solutions, including wealth management, investment advisory, banking services, and estate planning. The role focuses on building long-term client relationships while delivering exclusive, personalized financial strategies.

This is a full-time on-site role for a Private Banker located in Mumbai. The Private Banker will be responsible for providing financial planning and investment advice to high-net-worth clients. Daily tasks include managing client portfolios, developing and implementing asset allocation strategies, and ensuring clients' financial objectives are met. The role also involves building and maintaining strong relationships with clients and keeping them informed about their investment performance and market trends.

Qualifications:

  • Financial Planning and Finance skills
  • Experience in Investments and Private Banking
  • Strong understanding of Asset Allocation strategies
  • Excellent communication and relationship management skills
  • Ability to work in a high-pressure environment
  • Relevant certifications like CFA, CFP, or similar are a plus
  • Bachelor's degree in Finance, Economics, Business, or related field

Experience
:

  • 5+ years in private banking, wealth management, or investment advisory.
  • Proven track record managing HNWI/UHNWI clients.

Key Skills:

  • Strong financial market knowledge.
  • Exceptional relationship-building & communication skills.
  • Analytical mindset for portfolio management.
  • Understanding of tax laws, estate planning, and compliance.

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