33 Private Client Jobs

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors of organizations. • Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that...

Role & responsibilities Job Purpose Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products PMS/MF/Fixed Income and Insurance on as per assigned targets Key Deliverables Ensure timely advice to customers for Equity and Derivative markets. Portfolio Review to be done monthly with clients for deepening the Client relationship. Ensure adherence to the Compliance process for advice given. One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP. Daily meetings to be done with existing clients and new prospects for business. Prefe...

-Provide customized financial solutions and investment advisory to HNI/UHNI clients. -Achieve targets related to client acquisition, AUM growth, and revenue generation -maj. product: Mutual Funds, PMS, AIF, Equity, Bonds, Direct Equity, LI, etc

As a Senior Relationship Manager – PCG, you will manage and strengthen relationships with Burgundy Private RMs. You will drive business growth by fostering engagement, client referrals, and conversions. especially within the HNI and NDPMS segments. Required Candidate profile Your goal will be to enhance the broking business and ensure the highest level of client satisfaction.

Locations: Bengaluru / Chennai / Hyderabad /Mumbai Experience: 15+ years in Wealth Management CTC: Up to 65 LPA (Based on current CTC and interview) Employment Type: Full-time, Permanent About the Role We are hiring an experienced Private Wealth Manager to partner with UHNI clients and manage large investment portfolios. The role focuses on relationship ownership, portfolio advisory, and delivering long-term wealth growth through products such as PMS and AIF. If you have a strong UHNI network and a track record of growing AUM independently, this role offers significant visibility and growth. Key Responsibilities Build and manage UHNI relationships (net worth above 5 crore) with customised in...

Tax Professionals - US TAX (HNI/Private Client Focused) Location: Mumbai / Hyderabad / Ahmedabad / Bangalore Qualification: Commerce Graduate / EA / CA / CPA Experience: 2 to 12 years working with Private Client Services (PCS), HNI and U.S. tax forms such as 1040, 1065, 1120, 1120S Roles & Responsibilities Build and maintain strong relationships with clients, internal leadership, and global stakeholders. Manage end-to-end tax engagements, including planning, execution, review, and timely delivery of tax projects within set timelines and budgets. Prepare and review U.S. tax returns (Forms 1040, 1065, 1120, 1120S, and 1041) ensuring accuracy, compliance with tax laws, and identification of tax...

Job - To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients • Ensure regular engagement wit...

Job Description: To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement ...

1. Empower family offices, treasury offices & private wealth managers all 3 stakeholders using technology in order for them to achieve better outcomes.The RM will be responsible for acquiring and deepening clients (Ultra HNI/Family Offices). Required Candidate profile Client relationship with Family Office, Treasury Office , UHNI client management & financial planning Comprehensive Portfolio monitoring Market research- analysis, (including AIFs and PMS) Perks and benefits Best in Private Wealth Domain

Location: Mumbai/ Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA - 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF.If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net worth above 5 crore) an...

As an Associate/Senior Associate in the General Corporate Private Client Practice at our Mumbai office, you will have the opportunity to excel in our private client practice. The ideal candidate should be a qualified lawyer enrolled in the Bar Council of India with 3 to 6 years of PQE. You should possess in-depth transactional experience across sectors and the ability to independently manage complex corporate cross border M&A matters. Collaboration with different practice teams is essential in this role. **Key Responsibilities:** - Handling Private Client matters - Managing Estate and Succession Planning - Resolving Family Settlements/Disputes - Restructuring Trust Structures - Providing Art...

Role & responsibilities Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Increase AUM Book through cross selling products of bank and increasing wallet share Work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the bank brand through developed functional and behavioural skills. Deli...

Ensure passenger safety, security, and comfort throughout the flight. Conduct pre-flight checks and safety demonstrations. Deliver personalized VIP hospitality and in-flight service. Serve food, beverages, and handle special requests discreetly. Required Candidate profile Confident and Bold Personality Open-Minded and Culturally Adaptable Excellent Interpersonal Skills High Level of Discretion with VIP Clients Calm, Composed & Professional Under Pressure Perks and benefits Attractive Salary & Allowances Luxury Experience

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Sr. PCG Advisor Experience: 3 - 12 Years Job Description: Roles & Responsibilities: Build and maintain strong relationships with High Net-Worth Individuals (HNIs) and Ultra-HNIs. Recommend suitable investment products such as mutual funds, equities, bonds, insurance, and alternative assets. Create and manage diversified investment portfolios. Maintain accurate records of client interactions, transactions, and KYC documentation. Identify and onboard new clients through referrals, networking, and marketing initiatives. Stay updated on financial products, market developments, and regulatory c...

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

Wealth Manager will be responsible for providing personalized financial planning and investment management services. The day-to-day tasks include developing comprehensive financial plans, conducting client meetings, and offering tailored advice

Role & responsibilities Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management. Key Accountabilities Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Drive and deliver a radical i...

.Role & responsibilities Preferred candidate profile

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

Strong knowledge of equity markets, investment strategies, and financial modelling. Expertise in portfolio management, risk analysis, and asset allocation. Proficiency in Bloomberg, Reuters, and other market research tools. Regards HR 9289321004 Required Candidate profile experience in equity markets, broking, or investment management. strong experience with equity sales , B2b Sales, Portfolio & Investment Management, Regulatory & Compliance

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

Company Description Elara Capital is a global employee-owned firm focusing on emerging markets, offering innovative financial solutions for corporations. As a full-service Investment Bank established in 2002, Elara Capital has become a leader in global finance and cross-border transactions with multiple offices worldwide. Role Description This is a full-time on-site role in Mumbai for a Private Wealth Manager at Elara Capital. The Private Wealth Manager will be responsible for financial planning, investment management, and utilizing analytical skills to assist clients in maximizing diverse global financial markets. Qualifications Financial Planning and Investment Management & client acquisit...