Private Banking Associate

Experience: 2–3 yearsReporting To: Senior Relationship Manager / Private BankerFunction: Private Banking / Wealth ManagementKey ResponsibilitiesClient & Relationship SupportSupport 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 DevelopmentSupport 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 across investment and lending solutions.Portfolio Analytics & Investment SupportPrepare and analyze client portfolio reports covering asset allocation, performance, risk metrics, and concentration analysis.Support portfolio rebalancing and implementation of investment strategies in coordination with advisory and execution teams.Track investment performance versus benchmarks and prepare periodic MIS and dashboards.Support the Senior Banker with data-driven insights for client discussions and investment reviews.Execution & Stakeholder CoordinationLiaise with internal teams such as investment advisory, product, research, operations, and compliance to ensure seamless execution of client transactions.Monitor trade execution, documentation, and settlement status to ensure accuracy and timeliness.Ensure adherence to regulatory requirements, internal policies, and suitability norms.Key Skills & CompetenciesFunctional SkillsUnderstanding of wealth management products: equities, fixed income, mutual funds, PMS/AIFs, and structured products.Strong analytical skills with ability to interpret portfolio data and investment performance.Proficiency in MS Excel, PowerPoint, and internal portfolio management systems.Basic understanding of regulatory and compliance requirements in private banking.Behavioural & Professional SkillsClient-focused mindset with attention to detail and service excellence.Strong communication and interpersonal skills.High ownership, execution orientation, and ability to manage multiple priorities.Collaborative approach and ability to work effectively with cross-functional teams.High standards of integrity and confidentiality.QualificationsGraduate or Postgraduate degree in Finance, Economics, Business Administration, or related fields.Certifications such as NISM, CFA (Level I preferred), or equivalent will be an added advantage.

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