Growthfiniti Wealth Pvt Ltd
Website:
growthfiniti.com
Job details:
- Company Description Growthfiniti Wealth Pvt Ltd is a boutique private wealth firm known for its value-centric approach and rigorous application of modern portfolio theory. Founded and bootstrapped by Columbia Business School alumni and professionals with over 20 years of experience in financial markets, the firm offers deeply researched, strategically diversified portfolios. Growthfiniti focuses on delivering consistent, long-term results through disciplined investment processes and personalized wealth management strategies. The firm’s innovative perspective on portfolio construction has driven strong growth and high client conversion rates. Growthfiniti is registered with SEBI as a Portfolio Manager (PMS Reg No - INP000009418).
Senior Private Banker / Wealth ManagerAbout the Role
We are seeking experienced Private Bankers and Wealth Managers with an established client franchise to join our growing wealth management platform. This role is designed for professionals who have successfully advised High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients and possess an existing, portable book of business or strong long-standing client relationships.
This is not an entry-level position.
Key Responsibilities
- Manage and grow an existing HNI/UHNI client portfolio.
- Acquire new clients through personal networks and referrals.
- Deliver comprehensive financial planning, including goal-based planning, asset allocation, retirement planning, and estate planning.
- Construct and monitor investment portfolios across equity, fixed income, alternatives, and other asset classes.
- Conduct portfolio reviews, risk profiling, and performance analysis.
- Provide high-quality investment advice while maintaining the highest standards of governance, ethics, and regulatory compliance.
- Build long-term trusted relationships through exceptional client service.
Required Qualifications
Candidates should possess:
- Strong financial planning capabilities, including goal-based planning, retirement planning, and strategic asset allocation.
- Excellent analytical skills with the ability to interpret financial data, assess investment risk, and evaluate portfolio performance.
- Deep understanding of investment products including equities, fixed income, mutual funds, PMS, AIFs, structured products, and alternative investments.
- Strong knowledge of capital markets, taxation basics, financial instruments, and applicable regulatory frameworks.
- Excellent written and verbal communication skills with the ability to simplify complex financial concepts for clients.
- Proficiency in MS Excel and financial planning tools.
- High ethical standards, strong numerical aptitude, and a client-first mindset.
Preferred Qualifications
- Bachelor's degree in Finance, Economics, Business, Commerce, or a related field.
- Professional qualifications such as CFP, CFA (Level I or above), CA, MBA (Finance), or equivalent will be an advantage.
Experience Requirements
Mandatory
- Minimum 3-10 years of relevant experience in Private Banking, Wealth Management, Investment Advisory, Family Office, or Relationship Management.
- Demonstrated experience managing HNI/UHNI relationships.
- An existing client base, strong referral network, or portable book of business is highly preferred.
- Proven track record of business development and client acquisition.
Who Should NOT Apply
Please do not apply if:
- You are a fresher or recent graduate.
- You have no prior experience in wealth management, private banking, or investment advisory.
- You do not currently manage HNI/UHNI client relationships.
- You do not have an existing client network or business development track record.
Only candidates meeting the above experience criteria will be considered.
Click on Apply to know more.