Private Banker – Senior 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 – Senior Partner is responsible for managing and expanding relationships with High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role focuses on wealth management, investment advisory, portfolio growth, client acquisition, and delivering customized financial solutions to meet client objectives.

Experience

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

Skills

Private Banking, Wealth Management, HNI Relationship Management, UHNI Relationship Management, Investment Advisory, Portfolio Management, Financial Planning, Client Acquisition, Business Development, AUM Management

Education

Bachelor’s Degree or equivalent experience in a related field

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