Leadership Role - UHNI/HNI Client Relationship Management

Job Title: Leadership Role - UHNI/HNI Client Relationship Management

Location: Pune, Delhi, Bangalore, Chennai, Hyderabad, Surat, Ahmedabad, Chandigarh, Kolkata

Experience: 15+ years in wealth management, private banking experience with a proven track record in client acquisition and relationship management in the UHNI/HNI segment.

Role Overview:

We are seeking a seasoned leader to spearhead our UHNI/HNI client relationship management division. The ideal candidate will be responsible for cultivating and managing relationships with high-value clients, offering bespoke wealth management solutions, and leading a team of relationship managers to drive business growth and client satisfaction.

Key Responsibilities:

Client Relationship Management:

- Develop and nurture long-term relationships with UHNI/HNI clients, understanding their financial goals and risk profiles.

- Provide personalized investment strategies and wealth management solutions, including estate planning, tax optimization, and philanthropic advisory.

- Ensure high levels of client satisfaction through regular portfolio reviews and proactive communication.

Team Leadership:

- Lead, mentor, and manage a team of wealth managers, setting performance benchmarks and fostering a culture of excellence and client-centricity.

- Provide training and development opportunities to enhance team capabilities and service delivery.

Business Development:

- Identify and pursue new business opportunities within the UHNI/HNI segment to expand the client base.

- Collaborate with marketing and product teams to develop strategies that attract and retain high-value clients.

Compliance and Risk Management:

- Ensure adherence to regulatory guidelines and internal compliance policies in all client interactions and transactions.

- Monitor client portfolios to mitigate risks and ensure alignment with clients' financial objectives.

Key Skills and Competencies:

- Strategic Thinking: Ability to develop and implement strategies that align with clients' financial goals and the firm's objectives.

- Leadership: Proven experience in leading high-performing teams and driving business growth.

- Client-Centric Approach: Strong commitment to delivering exceptional client service and building long-term relationships.

- Financial Acumen: Deep understanding of financial markets, investment products, and wealth management solutions.

- Communication Skills: Excellent interpersonal and communication skills to effectively interact with clients and stakeholders.

Preferred Qualifications:

- Experience in managing family offices or providing advisory services to UHNI clients.

- Familiarity with global investment products and alternative investment strategies.

- Strong network within the UHNI/HNI community and a track record of client acquisition through referrals and networking.