Private Banker

2 weeks ago

Bengaluru Hyderabad Mumbai, India WOW Softech Full time ₹ 12,00,000 - ₹ 18,00,000 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

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