Regional Head - Wealth Management/Private Banking/Private Wealth (3-15 yrs)

Our Client a Premium Wealth Management firm is actively hiring for Private Banking / Private Wealth roles and Regional Head-Wealth Management Role.

Role

Playing Captain

Wealth Manager

Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module)

Location- Uttar Pradesh (Kanpur, Banaras, Prayagraj ,Gorakhpur, Bareilly, Agra)

Rajasthan (Jaipur), Punjab (Chandigarh, Ludhiana) , Dehradun , Bhubaneshwar , Guwahati, Patna, Kolkata

Role & responsibilities-

- Build and nurture relationships with HNI (High Net-Worth Individuals), UHNI (Ultra High Net-Worth Individuals), Family Offices, and Corporates.-

- Introduce and recommend financial products across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF)

- Deliver personalized investment solutions aligned with clients' financial goals and risk appetite

- Drive Asset Under Management (AUM) growth, net sales, and market share expansion.

- Develop and implement strategies to maximize client retention and acquisition.

Perks and benefits

Salary

ESOPS

Incentives (25%-35%)

Preferred candidate profile

- Professionals with experience Catering to HNI/ UHNI Clients-

- Strong understanding of investment products and market dynamics.

Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9323209630.