Posted Apr 7, 2026
Your role as a Private Banker / Playing Captain involves acting as a trusted advisor to High Net-Worth Individuals (HNIs) and Ultra High Net-Net Worth Individuals (UHNIs), delivering customized wealth management solutions across investments, banking, estate planning, and advisory services. Your responsibilities include client acquisition, relationship deepening, and driving Assets Under Management (AUM) growth through best-in-class offerings. Key Responsibilities:
Qualifications Required:
Prior experience in managing HNI/UHNI clients in private banking or wealth management
Strong understanding of investment products and market dynamics
Proven relationship management and client acquisition capabilities
High levels of professionalism, integrity, and stakeholder management skills In addition, the company offers a competitive fixed compensation and performance-linked incentives. The preferred candidate profile includes professionals with experience catering to HNI/UHNI clients and a strong understanding of investment products and market dynamics. Your role as a Private Banker / Playing Captain involves acting as a trusted advisor to High Net-Worth Individuals (HNIs) and Ultra High Net-Net Worth Individuals (UHNIs), delivering customized wealth management solutions across investments, banking, estate planning, and advisory services. Your responsibilities include client acquisition, relationship deepening, and driving Assets Under Management (AUM) growth through best-in-class offerings. Key Responsibilities:
Acquire new HNI / UHNI clients through strong networks, referrals, and market presence
Manage and deepen relationships with a portfolio of HNI / UHNIs, family offices, and key stakeholders
Provide tailored investment advisory aligned with clients' risk profiles, financial objectives, and market outlook
Collaborate with research, product, and portfolio management teams to deliver differentiated solutions
Maintain strong knowledge of investment products, structured solutions, alternative assets, and regulatory developments
Ensure compliance with internal policies, KYC/AML norms, and regulatory requirements
Achieve revenue, AUM, and client acquisition targets
Maintain MIS reporting, pipeline tracking, and performance metrics
Qualifications Required:
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