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Pylon Management Consulting
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Private Banker: HNI Segment (Wealth Management)

Private Banker: HNI Segment (Wealth Management)

Pylon Management Consulting

5 - 10 years

25 - 30 Lacs

Gurugram

Posted:1 month ago| Platform:

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Skills Required

Wealth Management HNI Acquisition Premier Portfolio Management HNI Sales Uhni Relationship Management HNI Acquisition HNI Client Handling Customer Acquisition

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Title : Private Banker HNI Segment Work Location : Gurgaon (Hybrid) Experience : 5 to 10 years Industry : Financial Services / WealthTech Function : Private Banking / Wealth Management / Financial Advisory Role & responsibilities Job Description : We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions. Responsibilities : Acquire and manage High Net Worth Individuals (HNI) clients Build tailored investment strategies aligned to client needs Deliver investment advice based on market insights and trends Use in-house digital platforms to track and enhance portfolio performance Foster long-term client relationships through trust and empathy Preferred candidate profile Key Skills : Investment Advisory HNI Relationship Management Portfolio Customization Financial Planning WealthTech Tools / Platforms Market Research & Risk Management Preferred Candidate : Graduate/Postgraduate in Finance/Economics/Business 5+ years in Wealth Management or Private Banking Excellent communication & interpersonal skills High EQ with client-first attitude Note : Only candidates with prior HNI experience and early joiners (up to 30 days) will be considered.

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Private Banker: HNI Segment (Wealth Management)