Private Banker | Wealth
Waytogo Consultants
2 - 5 years
Gurugram
Posted: 28/12/2025
Getting a referral is 5x more effective than applying directly
Job Description
- Acquire new HNW & UHNW clients through networking, referrals, and partnerships
- Manage a portfolio of affluent clients and act as their primary banking contact
- Conduct comprehensive financial need analysis & risk profiling
- Design and recommend customized wealth & investment solutions
- Achieve AUM, revenue, and NTB acquisition targets
- Offer advisory on -
- Mutual funds and PMS
- Structured products
- Bonds & debt instruments
- Alternate investments (AIFs, REITs, etc.)
- Insurance (life & general)
- Cross-sell:
- liabilities, forex, and lending solutions
- family banking and estate planning solutions
- Ensure high levels of customer satisfaction & retention
- Regular portfolio review meetings with clients
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