Partner - Private Banker

Role Overview:

As a Partner - Private Banking, you will be the strategic relationship owner and trusted financial advisor to a portfolio of affluent clients. This is a front-line leadership role that combines deep financial acumen, relationship management, and a keen understanding of market dynamics to provide bespoke financial solutions. You will be responsible for growing assets under management (AUM), deepening client relationships, cross selling a wide range of banking and investment products, and ensuring an exceptional client experience.

Key Responsibilities:

- Acquire and manage a portfolio of HNI/UHNI clients through a consultative, relationship-driven approach.

- Provide personalized banking and investment solutions based on each client's financial goals, risk appetite, and life stage.

- Cross-sell a comprehensive suite of banking products including investments, insurance, credit, trade & forex, and structured finance solutions.

- Drive revenue growth through proactive client engagement, wallet share expansion, and referrals.

- Conduct regular portfolio reviews and financial planning discussions to ensure optimal alignment with client objectives.

- Maintain high standards of service delivery, confidentiality, and compliance with all internal and regulatory requirements.

- Collaborate with internal product specialists, research teams, and support staff to deliver a seamless client experience.

- Build and maintain long-term relationships through superior service, trust-building, and value creation.

We are looking for highly motivated professionals with:

- 12 to 20 years of experience in private banking, wealth management, or HNI relationship management.

- A proven track record of managing and growing HNI client portfolios.

- Strong interpersonal, networking, and communication skills.

- Deep understanding of financial markets, investment products, and regulatory frameworks.

- A client-first attitude with high ethical standards and professional integrity.

- Graduate or postgraduate degree in finance, business, or a related field; certifications like AMFI, IRDA, or CFP are advantageous.