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Private Banker at Stellaspire in Delhi, Delhi
Job Description
About the Role
We are hiring for a Private Banker. The most prevalent part of a private banker's job is to manage their clients’ financial circumstances with a focus on maintaining a strong relationship between the client and the company. Private bankers begin managing clients' complex financial matters by evaluating their current financial position. This review involves gathering information about their clients' total assets and providing recommendations on how to position investments and savings to achieve the client's objectives.
You will be based out of New Delhi. You will work closely with the Founder, Mr. Satwik Jain, playing a key role in serving the firm's High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clientele. You will engage directly with clients to understand their financial objectives, aspirations, and challenges, enabling the delivery of customized wealth management solutions.
Your primary responsibility will be to acquire new private client relationships while nurturing and expanding existing relationships with clients having a Total Relationship Value (TRV) exceeding 7 crore. You will oversee the management of HNI, UHNI, and family office portfolios, developing and presenting tailored investment strategies and value propositions aligned with each client's comprehensive financial plan.
Key Responsibilities
- Acquire new private client relationships.
- Nurture and expand existing relationships with clients having a Total Relationship Value (TRV) exceeding 7 crore.
- Oversee the management of HNI, UHNI, and family office portfolios.
- Develop and present tailored investment strategies and value propositions.
- Align financial plans with each client's comprehensive financial plan.
- Engage directly with clients to understand their financial objectives, aspirations, and challenges.
Skills and Qualifications
- 2-6 years of client relationship experience in wealth management/Investment advisory or private banking.
- Experience managing HNI/UHNI relationships with a sizeable AUM (preferably 75 crore or above).
- Candidates should have good communication skills and an attitude to grow & work hard.
What We Offer
- Competitive Fixed Compensation
- Performance Bonus
- Wealth Creation Incentives
- Long-term Career Growth
About Generational Capital
Generational Capital, a unit of Satwik & Ritwik Ventures Pvt. Ltd., is a leading private wealth management firm and one of India's few true Multi-Family Offices. Established by seasoned industry professionals, the firm was founded with a clear vision of addressing the evolving and complex financial needs of High-Net-Worth Individuals (HNIs) through a comprehensive, client-centric wealth management platform.
With a philosophy that prioritizes depth of relationships over scale, Generational Capital delivers tailored, end-to-end financial solutions to a select clientele. Its integrated service offerings span wealth management, Portfolio Management Services (PMS), investment banking, tax advisory, estate and business structuring, and real estate advisory, enabling clients to manage and grow their wealth through a single trusted partner.
Headquartered in New Delhi, the firm has a growing presence across India with offices in Ludhiana, Chandigarh, and Pune.
For more information, visit generationalcapital.in.
SEND YOUR RESUMES TO
info@generationalcapital.in
Team Generational Capital
(unit of Satwik & Ritwik Ventures Pvt Ltd)
Locations: New Delhi | Ludhiana | Pune | Chandigarh