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ClosedPosted 28 days ago

PB Leader - WealthIQ - Delhi

Scrabble & Jigsaw

Where
Delhi, India

This posting closed on 2026-10-23.

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  6. 58.1%60 days
This job: posted 28 days ago

The posting

Private Banker/Leader for Wealth IQ Delhi

## Company Overview Not specified.

## Job Summary The Private Banker/Leader for Wealth IQ Delhi is responsible for managing high-net-worth client relationships, driving business growth, and leading a team to deliver personalized wealth management solutions. This role plays a crucial part in enhancing the company's presence in Delhi’s affluent market segment and achieving strategic financial goals.

## Responsibilities - Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored wealth management solutions. - Lead and mentor a team of relationship managers and financial advisors to ensure high performance and excellent client service. - Identify new business opportunities within the Delhi market to expand the client base and increase assets under management. - Collaborate with internal teams to deliver comprehensive financial planning, investment advisory, and banking services. - Ensure compliance with regulatory requirements and internal policies while managing client portfolios. - Monitor market trends and economic developments to provide informed advice and strategic insights to clients.

## Qualifications - Proven experience in private banking, wealth management, or a related financial services role. - Strong understanding of investment products, financial planning, and wealth management strategies. - Excellent relationship management and interpersonal skills. - Leadership experience with the ability to motivate and guide a team. - Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or equivalent preferred. - Educational qualifications: Bachelor’s degree in Finance, Economics, Business Administration, or related field; Master’s degree preferred. - Knowledge of regulatory frameworks and compliance standards in banking and wealth management.

## Preferred Skills - Fluency in English and Hindi; additional regional languages are a plus. - Strong negotiation and sales skills. - Ability to analyze financial data and market trends. - Proactive and strategic thinking capabilities. - Digital literacy with familiarity in CRM and financial software tools.

## Experience Minimum of 5+ years of experience in private banking, wealth management, or financial advisory roles, with demonstrated success in client acquisition and portfolio management.

## Environment This role is based in Delhi, with a professional work setting that may involve in-office interactions, client meetings, and team collaboration. Flexibility for hybrid work arrangements may be available. The environment requires a high level of professionalism, confidentiality, and client-focused service.

## Salary Not specified.

## GrowthOpportunities Opportunities for career advancement include senior leadership roles within the wealth management division, regional management positions, or specialized financial advisory roles.

## Benefits Not specified.

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