Leadership Role - Wealth Management - South

Department Icon Business Development / Sales
Posted: 5 months ago
10-25 years
Bangalore,Hyderabad,Chennai
Business Development / Sales
work from office
Full Time

Posted: 5 months ago
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Job Description

Our client, Prestigious Premium Wealth Management Firms, are actively hiring for Private Banking / Private Wealth roles.

Position: Individual / Leadership Role (Designation Based on Experience)

Location: Bangalore / Hyderabad / chennai


Pls Note: No Relocation Allowed

Industry: Wealth Management | Private Banking | Financial Advisory
Experience: 5+ Years
Type: Full-Time
Individual Contributor

Playing Captain Role: Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module)
Non Playing Captain: Leaders will be required just to handle the team and ensure to get their Targets Achieved but they you will be expected to bring 4-5 team members
About the Opportunity:
We are hiring for a strategic leadership position on behalf of three high-growth clients in the Wealth Management space one a fast-scaling digital-first wealth platform and the others are reputed, established private wealth firms.
Key Responsibilities:

- Define and lead the strategic direction of the wealth management practice
- Build, manage and scale high-value client relationships (HNI/UHNI/Family Office)
- Oversee portfolio advisory, investment strategy, and customized wealth solutions
- Lead and mentor a team of seasoned Relationship Managers and Advisors
- Collaborate with product, compliance, tech, and external ecosystem partners
- Ensure adherence to regulatory frameworks and risk management standards

Skills

Private BankingBankingBFSI SalesWealth ManagementSalesHni

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