Private Banker

Neo Wealth and Asset Management; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

A wealth management firm in Mumbai is seeking a Manager HR to lead the development of HNI client portfolios. Candidates should have 5–10 years' experience in wealth management and a proven track record of client trust and performance. This role offers the freedom to build and innovate within a high-growth environment, emphasizing transparency and client-first values. Join us to make a significant impact in reshaping wealth management for the next generation.

Qualifications

• 5–10 years’ experience in wealth management or private banking is essential.
• Proven track record of client trust and performance in previous roles.
• Belief in providing transparent and unbiased advice.
• Demonstrated entrepreneurial drive to scale with a growing platform.

Responsibilities

• Build and manage a portfolio of HNI clients.
• Drive trust-based, long-term client relationships.
• Partner with a focused team on the wealth management platform.
• Shape the future of new-age wealth management in India.

Skills

Experience in wealth management/private banking

Client trust and performance track record

Transparency and unbiased advice

Entrepreneurial drive

Job description

Manager HR – Neo Wealth and Asset Management

Join Neo – Redefining Wealth Management

Are you a banker who wants to build, not just maintain?

At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.

What You’ll Do

• Build & manage a portfolio of HNI clients
• Drive trust-based, long-term client relationships
• Partner with a lean, focused team built on integrity
• Shape the future of a new-age wealth platform in India

What We’re Looking For

• 5–10 years’ experience in wealth management/private banking
• Proven track record of client trust & performance
• Belief in transparency and unbiased advice
• Entrepreneurial drive to scale with a growing platform

Why Neo?

• Backed by strong investment research & advisory capabilities
• A platform that empowers you with the freedom to build
• High-growth environment where your impact is visible

👉 If you’re ready to do your best work and build something exceptional, not just follow the playbook—let’s talk.

#WealthManagement #PrivateBanking #HNIs #ClientFirst

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales, Finance, and Business Development