iVentures Capital
Website:
iventurescapital.in
Job details:
Company Overview
iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we manage assets worth ₹1,200+ crore for over 850 affluent relationships, including UHNIs, CEOs, CXOs, Founders, Trusts, and Family Offices.
Visit us at www.iventurescapital.in
We are looking for an experienced Senior Private Banker/Wealth Manager to drive business growth by acquiring and managing HNI/UHNI client relationships while delivering comprehensive wealth management solutions.
Key Responsibilities
- Advise HNI/UHNI clients on global investment opportunities across PMS, AIFs, ETFs, private credit, and dollar-denominated assets while driving AUM growth.
- Build and manage long-term relationships with HNIs, UHNIs, Family Offices, and Institutional clients.
- Develop diversified global portfolios through strategic asset allocation and market-driven investment strategies.
- Demonstrate strong understanding of global financial markets, macroeconomic trends, and cross-border investment opportunities.
- Acquire new clients through referrals, strategic partnerships, and professional networks.
- Collaborate with Research, Investment, and Operations teams to deliver seamless wealth management solutions.
- Ensure compliance with SEBI regulations, KYC/AML norms, and internal policies.
Qualifications & Skills
- 8+ years of experience in Private Banking, Wealth Management, or Family Office Advisory.
- Strong understanding of global financial markets, private credit, PMS, AIFs, ETFs, and dollar-denominated investment products.
- Proven ability to acquire and advise HNI/UHNI clients while consistently growing AUM.
- Experience in portfolio construction, asset allocation, and global wealth solutions.
- NISM/AMFI certification mandatory; CFP/CFA preferred.
- Excellent relationship management, communication, and presentation skills.
What to Expect?
- Work with a premium Indian & Global HNI/UHNI client base.
- Competitive salary with performance incentives.
- Direct exposure to senior leadership.
- High-growth, entrepreneurial work environment.
- Continuous learning and career advancement opportunities.
📍 Location: Gurgaon
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