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Pylon Management Consulting
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Private Banker/Wealth Manager: HNI Segment with one of the WM startups

Private Banker/Wealth Manager: HNI Segment with one of the WM startups

Pylon Management Consulting

7 - 12 years

25 - 40 Lacs

Chandigarh Gurugram Jaipur

Posted:1 day ago| Platform:

Apply

Skills Required

HNI Acquisition Wealth Management Investment products Portfolio Management Uhni HNI Acquisition HNI Client Handling Structured Products Premier HNI Sales Relationship Management PMS MF Customer Acquisition Aif

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Title

Work Location

Experience

Industry

Role & responsibilities

Private Bankers / Wealth Managers

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

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Pylon Management Consulting

Staffing and Recruiting

Bengaluru Karnataka

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Private Banker/Wealth Manager: HNI Segment with one of the WM startups

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Job Title

Work Location

Experience

Industry

Role & responsibilities

Private Bankers / Wealth Managers

Responsibilities

Preferred candidate profile

Key Skills

Preferred Candidate

Note

More Jobs at Pylon Management Consulting