Private Banker - Bank

Experience: 68 Years (Private Banking / Wealth Management)

About the Role

Ask Private Wealth is seeking seasoned and dynamic Private Bankers / Relationship Managers with a strong background in managing HNI/UHNI client relationships, a deep understanding of financial markets, and the ability to offer a wide range of wealth solutions including Mutual Funds, Bonds, PMS, and Alternate Investments.

Key Responsibilities (KRA)

• Acquire and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs.
• Maintain long-term relationships with clients by offering personalized wealth management solutions.
• Understand client financial goals and risk appetite to recommend suitable investment products.
• Drive revenue growth by cross-selling Mutual Funds, Bonds, PMS, AIFs, and other structured financial products.
• Monitor portfolio performance and provide periodic updates and rebalancing suggestions.
• Ensure high standards of compliance, due diligence, and risk management in all client transactions.
• Collaborate with internal product teams to stay updated on latest investment opportunities.
• Achieve individual sales and revenue targets consistently.

Required Skillsets

• Strong knowledge of wealth management products Mutual Funds, PMS, Bonds, AIFs, Insurance, etc.
• Excellent client servicing, interpersonal, and relationship-building skills.
• Deep understanding of capital markets, economic trends, and portfolio structuring.
• Ability to identify client needs and offer customized financial advice.
• Result-oriented with a proven track record in client acquisition and portfolio growth.
• Excellent communication and presentation skills.
• Familiarity with regulatory frameworks and compliance norms in the wealth management space.

Eligibility Criteria

• Graduate/Postgraduate in Finance, Commerce, Economics, or related fields.
• NISM certifications (Mutual Fund, Equity Derivatives, etc.) preferred.
• Minimum 68 years of relevant experience in private banking or wealth management handling HNI clients.

Why Join Ask Private Wealth?

• Strong brand with a client-centric approach
• Access to a wide range of innovative investment solutions
• Performance-driven growth opportunities
• Culture of integrity, collaboration, and continuous learning