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Job Title: Private Banker HNI Team About Us: Ionic Wealth a tech-led wealth management organization reimagining the service proposition for India's emerging affluent and HNIs, with the goal of establishing ourselves as a dominant player in this segment. Powered by analytics, data, and technology, the platform enhances the productivity of investment specialists to provide client-first solutions and enable better wealth management. With Angel One as our strategic investor, we aim to be at the forefront of the investment ecosystem, addressing the needs of a growing HNI client segment and driving rapid digital adoption. Role Overview: As a Relationship Manager (HNI Team), you will be the face of our organization for High Net Worth Individual (HNI) clients. Your primary responsibility will be to acquire new HNI clients, build trust and enduring relationships, collaborate with them to design customized investment portfolios, and deliver WOW at every touchpoint. WOW reflects our commitment to: World-Class Quality: Delivering excellence in advisory services and client interactions. Optimized Collaboration: Building seamless partnerships with clients and internal teams. Winning Innovation: Leveraging our in-house tech capabilities to provide tailored, forward-thinking solutions. In this role, you will play a pivotal part in reimagining wealth management, combining a client-first approach with advanced tech tools to create impactful and enduring financial outcomes for HNI clients. Key Responsibilities: As a Relationship Manager, you will carry out your responsibilities by constantly upholding our three pillars: IQ (Investment Quotient), DQ (Digital Quotient), and EQ (Emotional Quotient). IQ – Investment Quotient Acquire new HNI clients, expanding the client base and growing the firm's portfolio. Act as a trusted financial advisor, crafting bespoke investment portfolios aligned with client goals, risk appetite, and evolving market opportunities. Continuously deepen your market knowledge by analyzing reports, monitoring trends, and staying attuned to global and local cues. Provide regular portfolio reviews, maintaining a disciplined approach to asset allocation, diversification, and risk management. Proactively deliver informed, timely investment advice based on market insights, ensuring client portfolios remain resilient and opportunity-ready. DQ – Digital Quotient Leverage our in-house tech platform to analyze, track, and manage client portfolios with precision and efficiency. Classified as Internal Collaborate with technology and product teams to enhance the client experience through data-driven insights and feedback. Embrace digital tools to deliver seamless, innovative, and personalized advisory solutions. EQ – Emotional Quotient Build long-term relationships with clients by deeply understanding their aspirations and demonstrating empathy in every interaction. Proactively address client concerns and queries, ensuring trust and transparency at every touchpoint. Foster collaboration across teams, creating a shared commitment to delivering exceptional service and client satisfaction. What We Look For – In-line with Our Core Values: Ownership: You take accountability for your actions, delivering exceptional results for clients and stakeholders. Collaboration: You thrive on teamwork, transparency, and building trust with clients and colleagues alike. Innovation: You challenge the status quo and embrace a mindset of continuous improvement to achieve better outcomes. Bias for Action: You have a sense of urgency and are proactive in identifying and seizing opportunities. Realistic Optimism: You aim high but always plan for contingencies, balancing ambition with practicality. Qualifications and Experience: Graduate/Postgraduate in Finance, Economics, or Business Administration. 5+ years of experience in wealth management or financial advisory roles, with a focus on HNI clients. What We Offer: A dynamic and innovative work environment at the intersection of finance and technology. Opportunities to work with a talented team focused on delivering world-class client experiences. Competitive compensation package. A culture rooted in empowering its people to learn and grow to their true potential.
