Private Banker - Wealth Management - HNI Segment (5-10 yrs)

Job Title: Private Banker - HNI Segment

Work Location: Gurgaon (Hybrid)

Experience: 5 to 10 years

Industry: Financial Services / WealthTech

Function: Private Banking / Wealth Management / Financial Advisory

Role & responsibilities

Job Description:

We are looking for seasoned Private Bankers / Wealth Managers to join a high-growth wealth-tech platform backed by one of Indias most respected retail financial institutions.

Responsibilities:

- Acquire and manage High Net Worth Individuals (HNI) clients

- Build tailored investment strategies aligned to client needs

- Deliver investment advice based on market insights and trends

- Use in-house digital platforms to track and enhance portfolio performance

- Foster long-term client relationships through trust and empathy

Preferred candidate profile

Key Skills:

- Investment Advisory

- HNI Relationship Management

- Portfolio Customization

- Financial Planning

- WealthTech Tools / Platforms

- Market Research & Risk Management

Preferred Candidate:

- Graduate/Postgraduate in Finance/Economics/Business

- 5+ years in Wealth Management or Private Banking

- Excellent communication & interpersonal skills

- High EQ with client-first attitude

Note: Only candidates with prior HNI experience and early joiners (up to 30 days) will be considered.