Regional Investment Head - NR

The role of aRegional Investment Headinvolvesdriving the investment strategy and performance for a specific geographic region, with a particular focus on managing the Non-Resident (NR) client base. This leadership position requires a blend of strategic planning, team management, business development, and deep investment expertise.

Key Responsibilities

Responsibilities for a Regional Investment Head - NR role typically include:

• Strategic Leadership:

  Develop and implement regional business strategies in alignment with overall company objectives, focusing on expanding the NR client base.

• Asset & Revenue Growth:

  Achieve and surpass AUM (Assets Under Management) and revenue targets, ensuring consistent month-on-month growth.

• Client Relationship Management:

  Build and maintain strong, long-term relationships with High Net Worth Individuals (HNIs), business leaders, and existing NR clients, understanding their risk profiles and investment aspirations.

• Investment Advisory:

  Oversee portfolio construction and review under advisory mandates, recommend new product ideas, and balance portfolios based on market dynamics and house views.

• Product Expertise:

  Possess deep knowledge of a wide range of investment products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Private Equity (PE), bonds, and structured products.

• Team Management & Development:

  Lead, mentor, and monitor regional sales and wealth management teams, ensuring high performance, skill development, and efficient operations.

• Business Development & Deal Origination:

  Identify new business opportunities, originate deals, and influence decision-making at senior levels of prospective client organizations.

• Compliance & Reporting:

  Ensure all activities adhere strictly to the bank's compliance standards, regulatory requirements, and governance policies.

• Market Analysis:

  Analyze regional market trends, competitor activity, and global investor behavior to adapt strategies and identify opportunities.

Typical Qualifications & Skills

• Experience:

  Extensive experience (9-14+ years) in a senior managerial or leadership role within wealth management, banking, or an AIF. A proven track record in driving business growth and managing large teams is essential.

• Education:

  A bachelor's or master's degree in Business Administration, Finance, Economics, or a related analytical field is generally required.

• Skills:

• Strong leadership and team management capabilities.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking and data-driven decision-making abilities.
• Deep understanding of financial markets, products, and regulatory environments.
• Strong analytical and organizational skills.