Senior Private Banker/Regional Head - Banking (3-25 yrs)

Our client, a leading premium wealth management firm, is currently hiring for key positions including Regional Head - Wealth Management and Private Banker / Wealth Manager.

Location - Delhi / Gurgaon

Role

Wealth Manager

Playing Captain : The role includes both personal revenue targets and team management responsibilities, with incentives linked to performance.

Key Responsibilities:

- Cultivate and manage relationships with High Net-Worth Individuals (HNI), Ultra High Net-Worth Individuals (UHNI), Family Offices, and corporate clients.

- Advise clients on a comprehensive range of investment products including Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

- Design and deliver customized wealth management solutions tailored to each client's financial goals and risk profile.

- Achieve targets related to Asset Under Management (AUM), net new assets, and overall business growth.

- Formulate client acquisition and retention strategies to build a sustainable wealth management franchise.

Perks and benefits

Salary: Best in industry

ESOPs: Offered

Incentives: 25-35% variable component based on performance

Preferred candidate profile:

- Professionals who have successfully built and managed relationships with HNI and UHNI clients.

- Expertise in advising on diverse investment products and interpreting market movements.