Private Banker / Equities Specialist

WOW Softech

5 - 10 years

20 - 35 Lacs

hyderabad bengaluru mumbai (all areas)

Posted:None| Platform:

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Skills Required

wealth products client acquisition uhni hni acquisition structured products equity wealth manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

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.

Mumbai,

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