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Private Banker
2 weeks ago
This role is for one of Weekday's clients
Min Experience: 4 years
Location: Hyderabad, Bengaluru
JobType: full-time
Requirements
We are hiring Private Bankers for a leading financial services organization with positions available in Hyderabad and Bangalore. The roles are open for both Individual Contributors and Team Leaders who bring deep expertise in wealth management, private banking, and financial planning. You will work with High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNI), delivering personalized financial solutions and helping them grow and manage their wealth effectively.
Key Responsibilities:
- Deliver comprehensive and tailored financial planning and advisory services to HNI and UHNI clients.
- Develop long-term, trusted relationships with clients by deeply understanding their financial goals and risk profiles.
- Provide strategic investment advice across a diverse range of wealth products including:
- Mutual Funds (MF)
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Drive cross-selling and upselling of investment and wealth products to meet revenue and product-wise targets.
- Proactively identify and engage potential clients through market intelligence, referrals, and strategic networking.
- Monitor client portfolios and offer timely advice based on market changes, product performance, and evolving client needs.
- Maintain high service standards, ensuring client satisfaction and adherence to compliance norms.
- Collaborate closely with internal teams including operations, compliance, and investment research to deliver seamless service.
- (For team handling roles): Lead a team of private bankers, ensuring performance metrics are met. Provide mentorship, regular training, and strategic guidance to develop team capabilities and drive business growth.
Required Skills & Qualifications:
- Minimum 4+ years of experience in private banking, wealth management, or financial advisory services.
- Proven track record of managing HNI/UHNI relationships and delivering comprehensive financial solutions.
- Deep understanding of financial markets, investment vehicles, and regulatory landscape.
- Strong sales orientation with the ability to meet and exceed financial product targets.
- Exceptional communication, interpersonal, and relationship-building skills.
- Ability to work independently as well as part of a team in a high-performance, target-driven environment.
- For team handling roles, prior experience in team leadership and people management is a must.
- Preferred certifications: CFP, NISM, or equivalent industry certifications (a plus, but not mandatory).
