Area Director - Wealth Management - Banking/Financial Services

Key Responsibilities:

• Lead, manage, and mentor a team of Relationship Managers and drive team performance.
• Acquire and manage HNI/UHNI client relationships and support RMs in client acquisition and relationship deepening.
• Understand client objectives and develop long-term asset allocation and wealth management strategies.
• Advise clients across Equities, Mutual Funds, Fixed Income, Alternate Investments, and Structured/Exotic Products.
• Drive AUM growth, revenue generation, client retention, and wallet share.
• Coordinate with Product, Research, and Investment teams to provide customized investment solutions.
• Support clients on broader financial requirements including Corporate Finance, M&A, and Private Equity.

Experience & Skills:

• 15 - 18 years of experience in Wealth Management, Private Banking, or Investment Advisory.
• Proven experience managing HNI/UHNI clients and a team of Relationship Managers.
• Strong track record in client acquisition, AUM growth, and revenue generation.
• Strong knowledge of Equities, Mutual Funds, Fixed Income, Alternate Investments, and Wealth Planning.
• Strong communication, leadership, analytical, and business development skills.
• Prior experience with a Private Bank or Wealth Management firm preferred.