Private Banker

Hiresome; Delhi; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Hiresome is seeking an experienced Private Banker to manage relationships with UHNI/HNI clients in Delhi. The role focuses on growing client portfolios and acquiring new UHNI/HNI accounts, handling AUM of ₹75 Cr+ per account.

You will collaborate with investment, product and research teams to tailor wealth-management solutions, ensure high standards of service, confidentiality, and compliance, and drive cross-selling and upselling opportunities across the client base.

Qualifications

• 5+ years of experience in Private Banking or wealth management
• Strong UHNI/HNI client exposure
• Proven track record in client acquisition and business development
• Excellent communication and networking skills
• Ability to tailor wealth-management solutions for complex needs

Responsibilities

• Manage and strengthen relationships with HNI and UHNI clients
• Handle and grow client portfolios with ₹75 Cr+ AUM per account
• Acquire new UHNI/HNI clients through referrals and market outreach
• Understand clients’ financial goals and provide suitable investment and wealth-management solutions
• Drive client engagement, retention, cross-selling, and upselling opportunities
• Build long-term relationships with key clients and act as their primary contact
• Monitor portfolio performance and identify opportunities based on client requirements
• Collaborate with investment, product, and research teams to deliver customized solutions
• Maintain high standards of client servicing, confidentiality, and compliance

Skills

Client relationships

Portfolio handling

New business development

UHNI/HNI exposure

Job description

About the Role

We are looking for an experienced Private Banker to manage and grow relationships with UHNI/HNI clients. The ideal candidate should have a strong track record in client relationship management, portfolio handling, and new client acquisition, with experience managing client accounts/AUM of ₹75 Cr+.

Key Responsibilities

Manage and strengthen relationships with HNI and UHNI clients.

Handle and grow client portfolios with ₹75 Cr+ in AUM/account value.

Acquire new HNI/UHNI clients through networking, referrals, and market outreach.

Understand clients’ financial goals and provide suitable investment and wealth-management solutions.

Drive client engagement, retention, cross-selling, and upselling opportunities.

Build long-term relationships with key clients and act as their primary point of contact.

Monitor portfolio performance and proactively identify opportunities based on client requirements.

Work closely with investment, product, and research teams to deliver customized solutions.

Maintain strong knowledge of financial products, investment opportunities, and wealth-management solutions.

Ensure high standards of client servicing, confidentiality, and compliance.

Key Requirements

5+ years of relevant experience in Private Banking, Wealth Management, Investment Banking, or related financial services.

Strong exposure to UHNI and HNI clients.

Demonstrated track record in client acquisition and business development.

Strong relationship-management and client-retention skills.

Excellent communication, networking, and interpersonal skills.

Ability to understand complex financial requirements and provide customized solutions.

Strong market knowledge and commercial orientation.

Existing HNI/UHNI client relationships or a strong network will be an advantage.

Ideal Candidate

A relationship-driven professional with a strong HNI/UHNI network, proven client acquisition capabilities, and experience managing significant client portfolios, who can contribute to both business growth and long-term client relationships.