Cluster/Regional Head - Wealth Management - NBFC

Talengage
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 month ago
10-20 years
Others
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 11 Nov 2026
Posted: 1 month ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

  • The client is a leading NBFC company with multiple offices.

  • :
  • The responsibilities of the role are as follows:
  • Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
  • Team management and P&L.
  • Acquisition of new clients.
  • Explaining various products and services to prospective clients.
  • Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services.
  • Reviewing clients' current investment portfolios and recommending changes to meet their needs.
  • Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities.
  • Providing financial advice and services to clients in order to meet their short-term and long term financial goals.

The candidate should have the following:
  • 10-20 years of experience within private banking or wealth management.
  • At least a bachelor's degree in economics/accounting/finance/business management from a well know university.
  • A good understanding of investment products and asset classes.
  • A good network of clients across UHNWI/HNWI, family offices and/or institutions.
  • Strong communication skills.

Skills

BankingWealth ManagementPrivate BankingBanking HeadAcquisitionInvestmentsInvestment ProductsWealth Management

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