01Overview
Company Overview
iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we manage assets worth 1,200+ crore for over 850 affluent relationships, including UHNIs, CEOs, CXOs, Founders, Trusts, and Family Offices.
Visit us at www.iventurescapital.in
We are looking for an experienced Senior Private Banker/Wealth Manager to drive business growth by acquiring and managing HNI/UHNI client relationships while delivering comprehensive wealth management solutions.
Key Responsibilities
Advise HNI/UHNI clients on global investment opportunities across PMS, AIFs, ETFs, private credit, and dollar-denominated assets while driving AUM growth.Build and manage long-term relationships with HNIs, UHNIs, Family Offices, and Institutional clients.Develop diversified global portfolios through strategic asset allocation and market-driven investment strategies.Demonstrate strong understanding of global financial markets, macroeconomic trends, and cross-border investment opportunities.Acquire new clients through referrals, strategic partnerships, and professional networks.Collaborate with Research, Investment, and Operations teams to deliver seamless wealth management solutions.Ensure compliance with SEBI regulations, KYC/AML norms, and internal policies.
Qualifications & Skills
8+ years of experience in Private Banking, Wealth Management, or Family Office Advisory.Strong understanding of global financial markets, private credit, PMS, AIFs, ETFs, and dollar-denominated investment products.Proven ability to acquire and advise HNI/UHNI clients while consistently growing AUM.Experience in portfolio construction, asset allocation, and global wealth solutions.NISM/AMFI certification mandatory; CFP/CFA preferred.Excellent relationship management, communication, and presentation skills.
What to Expect
Work with a premium Indian & Global HNI/UHNI client base.Competitive salary with performance incentives.Direct exposure to senior leadership.High-growth, entrepreneurial work environment.Continuous learning and career advancement opportunities.
Location: Gurgaon .