Private Banker - UHNI Segment In Wealth Management

Private Banker (UHNI Segment)

• Role Overview

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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.