Our Client a Premium Wealth Management firm and a Private Bank is hiring for Regional Head-Wealth Management Role. 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 : 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 market share expansion. - Develop and implement strategies to maximize client retention and acquisition. - Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9653267347 Who Should Apply? - Professionals with experience in private banking, wealth management, investment advisory, or financial services. - Strong understanding of investment products and market dynamics. - Excellent relationship management and business development skills.
Our Client a Premium Wealth Management firm and a Private Bank is hiring for Regional Head-Wealth Management Role. 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 : 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 market share expansion. - Develop and implement strategies to maximize client retention and acquisition. - Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9653267347 Who Should Apply? - Professionals with experience in private banking, wealth management, investment advisory, or financial services. - Strong understanding of investment products and market dynamics. - Excellent relationship management and business development skills.
Job Description – Private Banker (UHNI Segment) Role Overview We are seeking an experienced and dynamic Private Banker to manage and grow relationships with Ultra High Net Worth Individuals (UHNI) . The role requires a deep understanding of wealth management, investment advisory, and financial planning tailored to sophisticated client needs. The incumbent will serve as a trusted advisor, delivering personalized solutions across investments, estate planning, tax optimization, and family office services. Key Responsibilities Client Acquisition & Relationship Management Acquire and manage relationships with UHNI clients. Act as the primary point of contact for clients, offering end-to-end wealth solutions. Deepen wallet share through cross-selling investment products, lending solutions, estate & succession planning, and structured products. Investment Advisory & Portfolio Management Provide tailor-made asset allocation strategies aligned with client goals and risk appetite. Partner with product specialists (equity, fixed income, alternates, PMS, AIFs, insurance, etc.) to deliver holistic solutions. Monitor and review portfolios periodically to ensure optimal performance and compliance with client objectives. Business Development & Revenue Generation Drive AUM growth and profitability by building a robust book of UHNI relationships. Achieve financial and non-financial KPIs including revenue targets, new client acquisition, and client retention. Leverage existing network and develop new channels (family offices, entrepreneurs, promoters, CXOs). Risk & Compliance Ensure adherence to regulatory requirements (RBI, SEBI, internal policies). Maintain the highest standards of compliance, ethics, and client confidentiality.
Job Description Private Banker (UHNI Segment) Role Overview ? We are seeking an experienced and dynamic Private Banker to manage and grow relationships with Ultra High Net Worth Individuals (UHNI) . The role requires a deep understanding of wealth management, investment advisory, and financial planning tailored to sophisticated client needs. The incumbent will serve as a trusted advisor, delivering personalized solutions across investments, estate planning, tax optimization, and family office services. Key Responsibilities Client Acquisition & Relationship Management Acquire and manage relationships with UHNI clients. Act as the primary point of contact for clients, offering end-to-end wealth solutions. Deepen wallet share through cross-selling investment products, lending solutions, estate & succession planning, and structured products. Investment Advisory & Portfolio Management Provide tailor-made asset allocation strategies aligned with client goals and risk appetite. Partner with product specialists (equity, fixed income, alternates, PMS, AIFs, insurance, etc.) to deliver holistic solutions. Monitor and review portfolios periodically to ensure optimal performance and compliance with client objectives. Business Development & Revenue Generation Drive AUM growth and profitability by building a robust book of UHNI relationships. Achieve financial and non-financial KPIs including revenue targets, new client acquisition, and client retention. Leverage existing network and develop new channels (family offices, entrepreneurs, promoters, CXOs). Risk & Compliance Ensure adherence to regulatory requirements (RBI, SEBI, internal policies). Maintain the highest standards of compliance, ethics, and client confidentiality. Show more Show less