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 activity and support conversion of leads into active clients.
- Help identify cross-sell and up-sell opportunities acr...