14 Private Banker Jobs

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

Role & responsibilities Connecting with HNW, Family offices and Investment funds, Building a reliable network Formulating customized pitch for the investors Pitching company assets to the investors Closure of sale

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, an...

Roles & Responsibilities Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and m...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Our client, a prestigious Premium Wealth Management Firm and Private Bank, is actively hiring for Private Banking / Private Wealth roles. This is a fantastic opportunity for professionals passionate about wealth management, relationship management, and investment advisory. Why Join Us? - Competitive Salary Attractive compensation based on experience and expertise. - ESOPs Employee Stock Ownership Plans for long-term wealth creation. - Best-in-Class Incentives Uncapped earning potential with high-performance rewards. Roles & Responsibilities - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Intro...

Roles & Responsibilities -Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) -Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) - Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates. - Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). - Deliver personalized investment solutions aligned with clients' financial goals and risk appetite. - Drive Asset Under Management (AUM) growth, net sales, and...

Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, an...

1) Requirement - Individual private banker – AVP/DVP level (Chandigarh And Kolkata) 2) Candidate should have his/her own book and client base. Managing All wealth investment Portfolio CTC : 30 to 50 LPA For details please connect me (W) -7227987757 Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product

Role Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module) Non Playing Captain Role: Leader will be required to ensure Team Performance(Leader will be On Bonus Module) Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

Our Client a Premium Wealth Management Firm and a Private Bank is hiring for Private Banking/ Private Wealth Role. Perks : Salary ESOP's Best In Class Incentives Roles & Responsibilties: 1. Connect with HNI and UHNI, Family offices, Corporates and introduce products across MF / PMS / AIF. 2. Maximise client experience by proactively sharing market updates, trends and other information. 3. Increase AUM, Net Sales, and Market Share.

1) Requirement - Individual private banker – AVP/DVP level (Mumbai, Pune, Ahmedabad) 2) Candidate should have his/her own book and client base. Reasonable book size - preferred is 100 crs plus category Managing All wealth investment Portfolio Required Candidate profile Requirement - Individual private banker Candidate should have own book and client base. Reasonable book Managing All wealth investment Portfolio Managing wealth Product