Job Description

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 so...

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