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Job details:
Our Client, a leading Private Wealth Management firm, is hiring for the Private Banker / Wealth Manager Roles- Private Wealth - (Mumbai)
Role Responsibilities
- Build and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.
- Advise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
- Deliver customized wealth solutions aligned to clients financial goals and risk appetite.
- Drive AUM growth, net sales, and market share expansion.
- Develop strategies for client acquisition, retention, and deeper wallet share.
- Mentor and drive high-performing wealth management teams.
Who Should Apply?
- Professionals from Private Banking, Wealth Management, Investment Advisory, or Financial Services backgrounds.
- Candidates with strong understanding of investment products and market dynamics.
- Individuals with excellent relationship management and business development capabilities.
- Leaders with experience managing HNI/UHNI client relationships and teams.
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