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Private Banker / Wealth Manager

India Permanent View Job Description
As an AVP in Wealth Management, you'll focus on building and managing client relationships. You'll help clients achieve their financial goals by offering personalised investment solutions.
  • Build relationships with leading investors, banks, and family offices
  • Take ownership of fundraising growth through a high-impact, autonomous role

About Our Client

A global Asset Management firm specialising in Private Equity, Real Assets and Private Credit with 60 billion USD in AUM.

Job Description

  • Build and maintain strong relationships with high-net-worth clients.
  • Provide tailored investment advice and solutions.
  • Identify and pursue new business opportunities.
  • Monitor client portfolios and provide regular updates.
  • Stay updated on market trends to guide investment decisions.
  • Collaborate with internal teams to deliver comprehensive financial solutions.
  • Ensure compliance with all financial regulations and company policies.
  • Prepare and present detailed financial reports to clients.

The Successful Applicant

We're looking for someone who has:

  • A strong background in wealth management or private banking.
  • Confidence in managing high-net-worth clients.
  • Knowledge of financial products and investment strategies.
  • Excellent communication and relationship-building skills.
  • A degree in finance, economics, or a related field.
  • A proactive and client-focused approach.

What's on Offer

  • Competitive salary and performance incentives.
  • Opportunities to work with a leading financial services organisation.
  • A role that combines client interaction with strategic financial planning.
Quote job ref
JN-052026-7010706

Job summary

Function
Banking & Financial Services
Sub Sector
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Location
India
Job Type
Permanent
Job Reference
JN-052026-7010706

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.