Private Banker

Company Description ASK Private Wealth, founded in 2007, specializes in wealth advisory and family office solutions for Ultra High Net Worth individuals and families. The firm serves over 3,500 Ultra High Net Worth and High Net Worth families, including 150 Fortune 500 families, offering support across market and economic cycles with a strong track record in money management and inter-generational wealth transfer. As part of ASK Group, a leading financial services organization established in 1983, ASK Private Wealth benefits from deep expertise in research-driven investment management, asset management, private equity, and multi-family office services. ASK Group is a portfolio company of Blackstone, one of the worlds largest global alternative asset managers, providing a robust institutional backing and stable growth environment for professionals. For more information, candidates may explore ASK Groups website and SEBI registration details available online.

Role Description This is a full-time, on-site Private Banker role based in Dehradun. The Private Banker will manage and grow relationships with Ultra High Net Worth and High Net Worth clients, understanding their financial goals and advising on tailored wealth management strategies. Responsibilities include developing comprehensive financial plans, recommending investment solutions, overseeing asset allocation, and monitoring portfolio performance in line with client risk profiles and market conditions. The role involves regular client meetings, preparing reports and presentations, coordinating with internal product and research teams, and ensuring compliance with regulatory and internal governance standards. The Private Banker will also identify new business opportunities, support inter-generational wealth transfer planning, and contribute to delivering high-quality client service.

Qualifications

• Candidates should possess strong skills in Financial Planning and Private Banking to design and manage comprehensive wealth strategies for UHNW and HNW clients.
• Candidates should possess solid knowledge of Finance and Investments to evaluate products, construct portfolios, and interpret market and economic trends.
• Candidates should possess expertise in Asset Allocation to optimize risk-return profiles and align portfolios with client objectives and regulatory guidelines.
• Relevant academic background such as a bachelors or masters degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM, or equivalent) are preferred.
• Proven experience in private banking, wealth management, or investment advisory, with strong client relationship management and communication skills.
• Demonstrated ability to work with affluent clients, maintain high ethical standards, and adhere to regulatory and internal compliance requirements.
• Strong analytical, presentation, and negotiation skills, with the ability to work collaboratively with cross-functional teams and meet business targets.