Private Banking Associate

Experience: 2–3 years

Reporting To: Senior Relationship Manager / Private Banker

Function: Private Banking / Wealth Management

Key Responsibilities

Client & Relationship Support

• Support the Senior Banker in day-to-day management of assigned UHNI client portfolios.
• Prepare client meeting materials including portfolio reviews, performance reports, and investment proposals.
• Coordinate post-meeting follow-ups and ensure timely closure of client requests and action items.
• Act as a point of contact for routine client queries and service-related requests.

Client Acquisition & Business Development

• Support prospecting and acquisition of new clients through data analysis, market mapping, and referral tracking.
• Assist in preparation of pitch decks, product notes, and customized investment solutions for prospects.
• Track pipeline activi...