Private Banker/Wealth Manager: HNI Segment with one of the WM startups

20 hours ago

Bengaluru Gurugram Mumbai, India Pylon Management Consulting Full time ₹ 6,00,000 - ₹ 24,00,000 per year

Job Title: Private Banker- HNI Segment

Work Location: Gurgaon, Mumbai, Jaipur, Chandigarh, Bangalore, Ahmedabad (Hybrid)

Experience: 5 to 15 years

Industry: Financial Services / Wealth Tech

Role & responsibilities

Job Description:

We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions.

Responsibilities:

  • Acquire and manage High Net Worth Individuals (HNI) clients
  • Build tailored investment strategies aligned to client needs
  • Deliver investment advice based on market insights and trends
  • Use in-house digital platforms to track and enhance portfolio performance
  • Foster long-term client relationships through trust and empathy

Preferred candidate profile

Key Skills:

  • Investment Advisory
  • HNI Relationship Management
  • Portfolio Customization
  • Financial Planning
  • WealthTech Tools / Platforms
  • Market Research & Risk Management

Preferred Candidate:

  • Graduate/Postgraduate in Finance/Economics/Business
  • 5-15 years in Wealth Management or Private Banking and have managed large ticket size.
  • Excellent communication & interpersonal skills
  • High EQ with client-first attitude

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