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Pylon Management Consulting logo

Private Banker/Wealth Manager: HNI Segment with one of the WM startups

7 - 12 years

25 - 40 Lacs

Chandigarh Gurugram Jaipur

Posted:4 days ago| Platform: Naukri logo

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Skills Required

HNI Acquisition Wealth Management Investment products Portfolio Management Uhni HNI Acquisition HNI Client Handling Structured Products Premier HNI Sales Relationship Management PMS MF Customer Acquisition Aif

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Title

Work Location

Experience

Industry

Role & responsibilities

Private Bankers / Wealth Managers

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

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Pylon Management Consulting logo
Pylon Management Consulting

Staffing and Recruiting

Bengaluru Karnataka

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