Regional Wealth Head - Private Banking

• 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