Director/Executive Director - Regional Head - North - Private Wealth Management & Family Office

: Regional Head North (Private Wealth Management & Family Office)

Office Location: Delhi - Aerocity

Business: Private Wealth Management & Family Office NBFC Platform

Reporting To: CEO

Desired Candidate Profile:

• MBA, CA, CFA, CFP, or equivalent professional qualification preferred.
• 1520+ years of experience in Private Wealth Management, Private Banking, Family Office, or Financial Services.
• Compensation: Up to 1 Crore Fixed Target Pay or more Subject to evaluation (Fixed + Performance Bonus + Long-Term Incentives).

About the Role:

We are seeking an accomplished Regional Head North to lead and scale our Private Wealth Management & Family Office business across North India. The role is responsible for driving business growth, acquiring and managing High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships, building and mentoring a high-performing team of Wealth Managers, and delivering exceptional client outcomes through a comprehensive suite of wealth management and lending solutions.

Key Responsibilities:

• Develop and execute the regional business strategy aligned with the organization's growth objectives, own the regional P&L, and deliver revenue, profitability, and asset growth targets.
• Drive Assets Under Management (AUM), Assets Under Advisory (AUA), and lending book growth.
• Identify new market opportunities across North India.
• Client Acquisition & Relationship Management: Acquire, engage, and retain HNW and UHNW clients.
• Build trusted relationships with business owners, promoters, family offices, entrepreneurs, professionals, and next-generation wealth creators.
• Recruit, develop, and retain a high-performing team of Relationship Managers and Wealth Advisors.
• Establish a strong performance-driven culture focused on client outcomes and collaboration.
• Coach and mentor team members to improve productivity and advisory capabilities.
• Ensure compliance with RBI, SEBI, AMFI, and internal governance standards.
• Maintain high ethical standards and strong risk management practices.
• Oversee KYC, AML, and regulatory compliance across the region.

Key Performance Indicators (KPIs):

• Hiring and building team of Private Wealth Managers.
• Revenue and profitability.
• AUM/AUA growth.
• Net new client acquisition.
• Client retention and wallet share.
• Team productivity and retention.
• Compliance and governance metrics.