Verified Job
Accounting - Finance
Hiring Private Banker - HNI/Wealth Manager
Accounting - Finance
#537302
Remote / WFH
Job Description
We are seeking a highly motivated Private Banker in Gwalior to drive business development, manage high-net-worth (HNI) client relationships, and offer tailored wealth management solutions.
This role requires expertise in financial advisory, investment strategies, and portfolio management to help clients achieve their financial goals.
Job Title: Private Banker
Location: Gwalior, Madhya Pradesh
Job Type: Full-Time
Salary: Competitive, based on experience
Roles & Responsibilities:
• Offer a full range of wealth management products to Gwalior HNI clients while fostering long-term relationships.
• Develop personalized investment strategies to align with clients’ financial objectives.
• Drive business growth by acquiring new clients and managing existing portfolios.
• Increase Assets Under Management (AUM) and revenue to meet financial targets.
• Ensure compliance with internal policies, business processes, and regulatory requirements.
• Provide expert advisory services while maintaining accurate documentation and records.
Qualifications & Requirements:
• Bachelor’s/Master’s degree in Finance, Business, or a related field.
• Proven experience in private banking, wealth management, or financial advisory.
• Strong knowledge of investment products, financial markets, and portfolio management.
• Local area knowledge of Gwalior, and assigned area.
• Excellent relationship management and communication skills.
• Ability to meet targets and drive business growth through effective client acquisition.
Benefits:
• Competitive salary with performance-based incentives.
• Opportunity to work with Gwalior HNI clients and grow professionally.
• Access to a wide range of investment and wealth management products.
• Supportive work environment with career advancement opportunities.
How to Apply:
If you have a passion for wealth management and Bank client relationship building job in Gwalior, apply now and take the next step in your banking career!
This role requires expertise in financial advisory, investment strategies, and portfolio management to help clients achieve their financial goals.
Job Title: Private Banker
Location: Gwalior, Madhya Pradesh
Job Type: Full-Time
Salary: Competitive, based on experience
Roles & Responsibilities:
• Offer a full range of wealth management products to Gwalior HNI clients while fostering long-term relationships.
• Develop personalized investment strategies to align with clients’ financial objectives.
• Drive business growth by acquiring new clients and managing existing portfolios.
• Increase Assets Under Management (AUM) and revenue to meet financial targets.
• Ensure compliance with internal policies, business processes, and regulatory requirements.
• Provide expert advisory services while maintaining accurate documentation and records.
Qualifications & Requirements:
• Bachelor’s/Master’s degree in Finance, Business, or a related field.
• Proven experience in private banking, wealth management, or financial advisory.
• Strong knowledge of investment products, financial markets, and portfolio management.
• Local area knowledge of Gwalior, and assigned area.
• Excellent relationship management and communication skills.
• Ability to meet targets and drive business growth through effective client acquisition.
Benefits:
• Competitive salary with performance-based incentives.
• Opportunity to work with Gwalior HNI clients and grow professionally.
• Access to a wide range of investment and wealth management products.
• Supportive work environment with career advancement opportunities.
How to Apply:
If you have a passion for wealth management and Bank client relationship building job in Gwalior, apply now and take the next step in your banking career!
