Regional Head Wealth
Job Description:
We are looking for an experienced Regional Head – Wealth Management to drive business growth, manage a team of Wealth Managers, and build strong relationships with HNI/UHNI clients. The role involves achieving AUM and revenue targets, leading regional wealth operations, and providing comprehensive investment solutions.
- Drive AUM, revenue, and profitability targets for the region.
- Acquire and manage HNI/UHNI client relationships.
- Lead, mentor, and develop a team of Wealth Managers/RMs.
- Cross-sell wealth products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
- Conduct portfolio reviews and provide investment advisory solutions.
- Ensure compliance with regulatory and internal policies.
- Monitor regional performance and implement growth strategies.
Desired Profile / Criteria / Skills :
- MBA/CA/CFA/CFP preferred.
- 10–15+ years of experience in Wealth Management or Private Banking.
- Minimum 7 years of team handling experience.
- Strong HNI/UHNI client network and business development skills.
Company Profile
A leading India-based organization headquartered in Mumbai, recognized for delivering premium investment and advisory solutions to HNI, Ultra-HNI, and institutional clients. The company has a strong presence across --- advisory, capital markets, and investment banking domains. Known for its research-driven strategies, innovation, and customer-centric approach, the organization has established a trusted reputation in the investment industry. With a dynamic work culture and strong focus on professional growth, it continues to create long-term value for both clients and employees.
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- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.