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Wealth Management | Private Banker - Advisory

Wealth Management | Private Banker - Advisory

HeadQuest Hiring Solutions

10 - 20 years

|

35 - 60 Lacs

chennai bengaluru mumbai (all areas)

Posted:19 hours ago| Platform:

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Skills Required

private wealth management hni sales ultra hni investment advisory investment portfolio hni portfolio management family office financial advisory hni acquisition hni client handling wealth management affluent banking private wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

Location:

About the Role

Key Responsibilities

Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite.
Devise tailored asset allocation strategies across domestic and offshore markets.
Recommend suitable opportunities across asset classes and provide end-to-end financial advisory.
Monitor, benchmark, and review client portfolios on an ongoing basis.
Coordinate with in-house experts and external partners to deliver a seamless, comprehensive wealth management experience.
Strengthen relationships and grow assets under advisory/wallet share by offering solutions spanning investments, tax and estate planning, family governance, business advisory, and more.
Build and manage a strong personal book of business.

Role Requirements

1015 years of experience in portfolio management, private banking, wealth management, and/or financial advisory services.
MBA/Postgraduate in Economics/CA/CFA (or equivalent qualification from a reputed institution).
Strong understanding of capital markets (domestic & global), real estate, tax, estate planning, consulting, and business advisory.
Proven ability to build and deepen long-term client relationships at the HNI/UHNI level.

What’s on Offer

Opportunity to work with a highly reputed platform backed by experienced leadership and strong market presence.
Entrepreneurial environment with the freedom to build your own client portfolio.
Exposure to a wide spectrum of wealth management and family office services.
Competitive rewards linked to performance and assets under advisory.

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