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Private Banker (6-20 yrs)
Propella Consulting Group
posted 3+ weeks ago
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Key skills for the job
Job Description
JM Financial is seeking an experienced and well-connected Private Banker to join our Wealth Management team. The ideal candidate must bring a strong existing book of HNI/UHNI clients and have a proven track record of client acquisition, portfolio management, and investment advisory across asset classes.
Key Responsibilities:
- Manage and grow a portfolio of High Net-Worth (HNI) and Ultra-HNI clients.
- Offer customized wealth solutions across equity, mutual funds, PMS, AIFs, bonds, insurance, and structured products.
- Deeply engage clients through continuous portfolio reviews, financial planning, and regular market updates.
- Cross-sell various investment and banking products based on client suitability.
- Coordinate with internal product, research, and operations teams to deliver best-in-class service.
Candidate Profile:
- Minimum 5-10 years of experience in wealth management/private banking.
- Must have an active client book with meaningful AUM (Assets Under Management).
- Strong client relationship skills and ability to generate incremental business.
- Self-driven, entrepreneurial mindset with a client-first approach.
Functional Areas: Other
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Day Shift
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