Private Banker

2 weeks ago

Bengaluru Hyderabad Mumbai, India WOW Softech Full time US$ 15,00,000 - US$ 20,00,000 per year

Role & responsibilities

  • Manage and grow a portfolio of HNI & UHNI clients, providing tailored wealth management solutions.
  • Advise clients on equity investments, structured products, mutual funds, and other financial instruments.
  • Build trusted client relationships by understanding financial goals, risk appetite, and investment needs.
  • Collaborate with product specialists and research teams to deliver holistic financial strategies.
  • Drive AUM growth, client acquisition, and revenue generation through proactive advisory.

Preferred candidate profile

  • 512 years of experience in Private Banking / Wealth Management with a strong focus on equities.
  • Proven track record of client relationship management and portfolio advisory.
  • In-depth understanding of capital markets, investment products, and risk management.
  • Strong network of HNI / UHNI clients and ability to originate new relationships.
  • Certifications like NISM, CFA, or equivalent preferred.

Locations - Mumbai, Pune, Ahmedabad, Bengaluru, Hyderabad, Chennai, Delhi and Gurgaon

  • Private Banker

    2 weeks ago

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

    Company DescriptionNuvama 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...

  • Private Banker

    3 days ago

    Navi Mumbai, India Boyen Haddin Full time

    Company Description Boyen Haddin is India's leading Human Resource Consulting Company, specializing in senior-level executive search, board consulting, director search, and leadership development. We work closely with both public and private organizations across all industries and regions to build boards and executive teams that can navigate the digital,...

  • Private Banker

    4 days ago

    Navi Mumbai, Maharashtra, India Boyen Haddin Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionBoyen Haddin is India's leading Human Resource Consulting Company, specializing in senior-level executive search, board consulting, director search, and leadership development. We work closely with both public and private organizations across all industries and regions to build boards and executive teams that can navigate the digital,...

  • Private Banker

    2 weeks ago

    Mumbai, India Jericho Ventures Private Limited Full time

    **Job Role: Private Banker** **Company Description**: Jericho Ventures Private Limited is a boutique financial services firm with headquarters in Mumbai. Founded in the style of a Multi-Family Office, it provides expert, custom-made financial solutions to individuals and families. Our comprehensive range of offerings includes investment instruments across...

  • Private Banker

    2 weeks ago

    Bengaluru, India Barclays Full time

    Job Title: Private Banker Location: Bangalore About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India Equirus Full time

    **Equirus**Wealth Private Limited** **About Equirus** **About Equirus Wealth** **About Equirus Credence Family Office** **Equirus** is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services and Family Office. **Equirus...

  • Private Banker

    6 days ago

    Mumbai, India Equirus Full time

    Role Title : Private Banker - AdvisoryLocation : MumbaiQualificatio n: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA .Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles & Responsibilities:The candidate should have experience in...

  • Private Banker

    5 days ago

    Mumbai, India Equirus Full time

    Role Title: Private Banker - Advisory Location: Mumbai Qualification: MBA/Postgraduate in economics from a reputed Institute / University / CA / CFA. Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services. Roles & Responsibilities: The candidate should have experience in...

  • Private Banker

    6 days ago

    Bengaluru, India Equirus Full time

    Role title : Private Banker - AdvisoryLocation : BangaloreQualification : MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA.Experience : Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services.Roles and Responsibilities :The candidate should have experience in...

  • Private Banker

    5 days ago

    Bengaluru, India Equirus Full time

    Role title: Private Banker - Advisory Location: Bangalore Qualification: MBA / Postgraduate in economics from a reputed Institute / University / CA / CFA. Experience: Minimum of 10-15 years of experience in Portfolio management, banking, wealth management and/or financial advisory services. Roles and Responsibilities: The candidate should have...