Job
Description
We are hiring a Regional Wealth Head / Playing Captain for a prestigious wealth management firm. This is a dual-role opportunity for a seasoned wealth professional to lead high-performing Relationship Managers across South India while managing a personal portfolio of HNI/UHNI clients. The ideal candidate is a strategic leader with a strong sales acumen, excellent market understanding, and deep client relationships in the wealth management space. Key Responsibilities Personally manage and grow an HNI/UHNI portfolio with an AUM of - 80-100 Cr+. Onboard and nurture relationships with clients averaging - 2 Cr+ ticket size. Advise clients on wealth solutions including Mutual Funds, PMS, AIF, Bonds, Structured Products, and Equities. Maintain highest standards of compliance, ethics, and governance. Lead and mentor a team of elite Wealth Managers and Relationship Managers across South India. Drive team performance across cities - Bangalore, Hyderabad, Chennai, Coimbatore, Kochi, Trivandrum. Set and monitor sales targets, review team pipelines, and ensure delivery on key business KPIs. Coach team members on product knowledge, advisory techniques, and relationship management. Identify and penetrate new client segments and locations. Forge partnerships with ecosystem players like CA firms, real estate developers, corporate houses. Drive digital and offline campaigns to enhance regional brand visibility. Stay ahead of market trends and regulatory developments in private banking and wealth management. Provide thought leadership and feedback to product and investment teams. Act as a subject matter expert on investment advisory, portfolio allocation, and risk profiling. Ideal Candidate Profile 10-20 years in Wealth Management / Private Banking, with a proven record of managing high-value clients and leading teams. Direct handling of portfolios with - 80 Cr+ AUM and - 2 Cr+ avg. client ticket size. Strong leadership experience with the ability to inspire and scale teams across multiple cities. Deep knowledge of equity markets, mutual funds, PMS, AIFs, and other investment products. Strong interpersonal, negotiation, and presentation skills with high executive presence. MBA/CA/CFA preferred. SEBI RIA/NISM Certifications are a plus (ref:iimjobs.com) Show more Show less
