Job Title: Private Banker
Location: Mumbai
Company: Client Associates (CA)
About Client Associates (CA):
Client Associates is India's first and largest Multi-Family Office, advising HNI and UHNI families, business owners, and entrepreneurs for over two decades. CA is known for its client-first approach, personalized wealth solutions, and long-term wealth stewardship across investments, real estate, lending, and estate planning.
Role Overview
We are looking for an experienced Private Banker to manage and grow a portfolio of HNI and UHNI clients. The role requires strong relationship management skills, a deep understanding of wealth products, and the ability to deliver holistic advisory solutions. The ideal candidate possesses a blend of advisory expertise, client acquisition capabilities, and a long-term relationship orientation.
Key Responsibilities
- Manage and deepen relationships with HNI and UHNI clients through regular engagement.
- Understand client goals and risk appetite to curate suitable wealth solutions across asset classes.
- Drive client acquisition through referrals, networks, and market outreach.
- Prepare and deliver portfolio reviews, investment strategies, and product recommendations.
- Coordinate with internal advisory teams across investments, real estate, lending, and estate planning.
- Track client portfolios, monitor performance, and ensure timely communication.
- Lead onboarding, documentation, and compliance processes for new clients.
- Maintain high service standards to support client retention and wallet share growth.
Desired Candidate Profile
- 5-10 years of experience in private banking, wealth management, or investment advisory.
- Strong product knowledge across equity, debt, PMS, AIFs, structured products, insurance, and real estate investment options.
- Proven ability to manage HNI/UHNI clients and deliver tailored wealth solutions.
- Demonstrated track record in client acquisition and portfolio growth.
- Excellent communication, relationship management, and presentation skills.
- Ability to work collaboratively with internal teams and external partners.
- Graduate degree required; MBA, CFP, CWM or similar certifications preferred.
Why Join Client Associates
- Opportunity to work with India's leading Multi-Family Office platform.
- Access to a wide suite of wealth, estate, real estate, and lending solutions.
- Exposure to sophisticated clients and complex financial requirements.
- Merit-driven environment with strong learning and career growth opportunities.
