We are looking for a highly skilled and experienced Senior Partner to lead our Wealth Solutions team, focusing on Global Indian Clients. The ideal candidate will have a strong background in wealth management and a passion for delivering exceptional client experiences.

Roles and Responsibility

Develop and implement comprehensive wealth management strategies for high net worth individuals and families.
Build and maintain strong relationships with existing clients, identifying their financial goals and providing tailored solutions.
Collaborate with cross-functional teams to deliver seamless service delivery and enhance the overall client experience.
Conduct thorough needs analysis and provide expert advice on investment products and services.
Identify new business opportunities and grow the client base through proactive prospecting and relationship building.
Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices.

Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.

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Senior Partner - Wealth Solutions And Global Indian Clients