Private Banker

FundsIndia Private Wealth

About the Role

• Full-time, on-site position based in Mumbai.
• Manage and grow a portfolio of high-net-worth and affluent clients.

Key Responsibilities

• Understand clients' financial goals and recommend appropriate investment solutions.
• Conduct client meetings.
• Perform detailed financial assessments.
• Design tailored investment and asset allocation strategies.
• Monitor portfolio performance.
• Coordinate with internal research and advisory teams.
• Ensure compliance with regulatory requirements.
• Provide ongoing relationship management and service support.
• Generate new business through referrals, networking, and targeted outreach.
• Maintain high standards of ethics and client confidentiality.

Requirements & Tech Stack

• Familiarity with Indian financial markets, regulatory frameworks, and digital investment platforms is highly beneficial.

Qualifications

• Strong skills in Financial Planning and Asset Allocation.
• Solid knowledge of Finance and Investments.
• Experience in Private Banking.
• Relevant academic background such as a bachelor’s or master’s degree in finance, economics, business, or a related field.
• Professional certifications (e.g., CFP, CFA, NISM) are an advantage.
• Strong analytical, communication, and interpersonal skills.
• Ability to explain financial concepts clearly and build long-term client trust.
• Proven ability to meet targets.
• Ability to prioritize multiple client requests.
• Ability to work with high attention to detail in a regulated environment.