Private Banker - UHNI

Bangalore, Karnataka
Permanent
Full-time

1 month ago
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This role is for a Playing Captain - UHNI Private Banker to lead by example
Opportunity to provide be a part of a robust product portfolio to UHNI clients

Manage and grow a portfolio of Ultra High Net Worth clients
Deliver bespoke investment, wealth planning, and family office solutions
Lead, inspire, and develop a team of private bankers to be high performing
Collaborate with internal partners across investment, legal, tax, and other functions
Act as a strategic thought partner in growing the business
Maintain highest levels of service and delivery to existing clients

Opportunity to create wealth for yourself and lead the private banking business.Be a part of a global private banking platform with a robust product offering.

Bachelor's degree in finance or a related field
Minimum of 10 years of experience in wealth management or private banking
Proven track record of managing high net worth clients and achieving sales targets
In-depth knowledge of banking and investment products and services
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities

A leading specialised private banking firm with a global set up across 20 countries which specialises into investment banking, institutional equities, asset management, private banking, capital markets, SME finance and legacy planning is expanding its footprint in India. This is a hybrid role (part player, part coach) to provide sustainable wealth creation solutions to UHNI clients along with building a high performing team of private bankers.

A global platform with a boutique approach
Competitive compensation and long-term incentives
Empowered culture that values performance, innovation, and integrity
Direct access to firm's leadership and decision-makers

Michael Page