Private Banker

• Private Banker
• Company: FundsIndia Private Wealth
• Job Location: Jaipur, Rajasthan, India
• Employment Type: Full-time
• Company Description Funds

India Private Wealth is Indias premier digital-first investment platform, offering seamless solutions for a wide range of investors. Backed by robust technology and an investor-centric approach, the firm provides access to diverse investment opportunities across India. It combines cutting-edge digital tools with personalized advisory to deliver superior investment experiences and support long-term financial well-being. Operated by Wealth India Financial Services Pvt. Ltd, an AMFI-registered mutual fund distributor and SEBI-registered intermediary, Funds India Private Wealth adheres to strong regulatory and compliance standards, giving clients and team members a secure and professional environment in which to grow.

Role Description

This is a full-time, on-site Private Banker role based in Jaipur. The Private Banker will manage and grow a portfolio of high-net-worth and affluent clients by understanding their financial goals and recommending suitable investment solutions. Responsibilities include conducting detailed financial planning discussions, designing asset allocation strategies, and proposing investment products aligned with risk profiles and time horizons. The role involves regular portfolio reviews, proactive communication, and collaboration with product and research teams to stay updated on market trends and new offerings. The Private Banker will also be responsible for ensuring regulatory compliance, maintaining accurate client records, and delivering a high standard of client service to support long-term relationships and business growth.

• Qualifications
• Strong knowledge of Financial Planning and Asset Allocation to design and manage client portfolios effectively.
• Sound understanding of Finance and Investments, including capital markets, mutual funds, and other wealth management products.
• Experience in Private Banking or wealth management, with a focus on building and maintaining client relationships.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly and build trust.
• Analytical mindset, attention to detail, and proficiency with financial tools and MS Office applications.
• Bachelors or Masters degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., CFP, NISM, NCFM) are an advantage.
• Proven ability to work in a target-driven environment while adhering to regulatory and compliance requirements.
• Comfort working on-site in Jaipur and collaborating closely with cross-functional teams. .