Client Relationship Management

Job Title: Private Banker / Senior Relationship Manager
Location: Mumbai (Bandra West)
Employment Type: Full-time

Key Responsibilities

Client Relationship Management

Act as the primary point of contact for High-Net-Worth and Ultra-High-Net-Worth clients.

Build and maintain long-term client relationships by understanding their goals, risk appetite, and financial needs.

Provide personalized advice on investments, wealth planning, credit solutions, and other banking services.

Business Development

Identify and acquire new clients through personal networks, referrals, and strategic initiatives.

Develop and implement business plans to expand the client base and increase Assets Under Management (AUM).

Portfolio Management

Partner with investment and product teams to design and execute customized portfolio strategies.

Continuously monitor client portfolios to ensure alignment with objectives and market trends.

Risk & Compliance

Ensure client onboarding, KYC/AML, and due diligence processes adhere to all regulatory and internal compliance standards.

Follow risk management and operational procedures in every client interaction.

Team Collaboration

Collaborate with internal teams — including investment advisors, product specialists, legal, and compliance — to deliver an integrated wealth management experience.

Guide and mentor junior relationship managers as needed.

Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or a related field (MBA/CFA preferred).

Minimum 10 years of experience in private banking, wealth management, or related financial services.

Proven success in managing and expanding HNWI/UHNWI client relationships.

Strong knowledge of investment products, credit structures, and wealth planning tools.

Exceptional interpersonal, communication, and relationship-building skills.

Relevant regulatory certifications/licenses (e.g., Series 7/63, SFC Type 1/4/9, or equivalent).