Private Banker – Partner – Live Connections

Private Banker – Partner

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Kochi, Coimbatore, Ludhiana, Chandigarh, Bhubaneswar, Guwahati, Indore, Bhopal, Pune, Ahmedabad, Vadodara, Rajkot

Posted, 22June 2026

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The Company

The Role

The Private Banker – Partner is responsible for managing and growing a portfolio of HNI and UHNI clients by providing customized wealth management and investment solutions. The role focuses on client acquisition, relationship management, portfolio growth, and delivering comprehensive financial advisory services.

Experience

15+ Years (including 10+ years in Wealth Management, HNI/UHNI Relationship Management)

Skills

Wealth Management, Private Banking, HNI Relationship Management, UHNI Relationship Management, Investment Advisory, Portfolio Management, Financial Planning, AUM Growth, Client Acquisition, Relationship Management, Capital Markets, Mutual Funds, PMS

Education

Bachelor’s Degree or equivalent experience in a related field

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