Regional Head - Wealth Manager/Private Banker

Wealth Manager/ Private Banker / Regional Head - Wealth Management Role

Our esteemed client, a distinguished Wealth Management firm, is actively seeking qualified professionals for Private Banking / Private Wealth roles, as well as the Regional Head - Wealth Management position.

Role & Responsibilities:

- Foster and maintain strong relationships with High Net-Worth Individuals (HNIs), Ultra High Net-Worth Individuals (UHNIs), Family Offices, and Corporate clients.

- Introduce and recommend a diverse range of financial products, including Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

- Provide personalized investment strategies tailored to clients' financial goals and risk profiles.

- Drive the growth of Assets Under Management (AUM), achieve net sales targets, and expand market share.

- Develop and implement strategies focused on maximizing both client retention and acquisition.

Leadership Structure:

Playing Captain Role :

- In this capacity, the leader will have personal targets and manage a team, with compensation based on an incentive-based structure.

Perks and Benefits:

- Competitive Salary

- ESOPs (Employee Stock Ownership Plans)

- Incentives: 25%-35% based on performance

Preferred Candidate Profile:

- Professionals with experience in private banking, wealth management, investment advisory, or financial services.

- Strong knowledge of investment products and market dynamics, coupled with exceptional relationship management and business development skills.