Private Banker

This role is for one of the Weekday's clients Min Experience: 6+ years Location: Mangaluru, Karnataka, India, Tiruchirappalli, Tamil Nadu, India, Trivandrum JobType: full-time We are seeking an experienced and relationship-driven Private Banker to join a leading bank's Wealth Management division. This role is ideal for professionals who have a strong track record of managing High-Net-Worth Individual (HNI) and Ultra-High-Net-Worth Individual (UHNI) clients while delivering customized financial and wealth management solutions. As a Private Banker, you will be responsible for building long-term client relationships, understanding their financial objectives, and providing tailored wealth management strategies. The ideal candidate combines deep financial expertise with exceptional relationship management skills to help clients preserve, grow, and transfer their wealth across generations. Requirements Key Responsibilities Build, manage, and grow a portfolio of HNI and UHNI clients by understanding their financial goals and risk appetiteDeliver comprehensive wealth management solutions across investment products, banking services, insurance, lending, and estate planningDevelop customized portfolio management strategies aligned with clients' financial objectives and market conditionsIdentify new business opportunities through referrals, networking, and relationship expansion initiativesConduct regular portfolio reviews and recommend appropriate adjustments based on market trends and evolving client needsCollaborate with internal product specialists and investment teams to provide holistic financial solutionsMonitor financial markets, economic developments, and regulatory changes to deliver timely insights to clientsEnsure compliance with internal policies, regulatory guidelines, and risk management standardsMaintain high levels of client engagement through regular reviews, financial planning discussions, and proactive communicationAchieve revenue, asset under management (AUM), and client acquisition targets while maintaining exceptional service quality Must-Have Skills Strong expertise in Wealth ManagementHands-on experience in Portfolio ManagementProven ability to manage HNI/UHNI client relationshipsStrong understanding of financial markets, investment products, and banking solutionsExcellent relationship-building, communication, and negotiation skillsAbility to analyze client financial profiles and recommend suitable wealth strategiesStrong business development and client acquisition capabilitiesHigh level of professionalism, integrity, and customer-centric approach Good-to-Have Skills Experience in Investment AdvisoryExposure to managing diversified Investment PortfoliosKnowledge of estate planning, tax-efficient investment strategies, and succession planningRelevant certifications such as NISM, CFP, CFA, or equivalentExperience working with family offices or private banking divisions Qualifications Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related disciplineMBA (Finance) or relevant professional certifications will be an added advantage6-30 years of experience in Private Banking, Wealth Management, Retail Banking, or Financial Advisory roles What We're Looking For The ideal candidate demonstrates a strong client-first mindset and possesses the ability to understand complex financial needs while delivering personalized wealth solutions. You should be comfortable managing large client portfolios, building trusted advisory relationships, and identifying opportunities to deepen wallet share through strategic financial planning. Success in this role requires commercial acumen, strong analytical skills, and the ability to thrive in a target-driven, relationship-focused environment. .