Team Leader - Private Banking

As a Playing Captain in Private Wealth Management at an established financial institution, you will have a unique opportunity to showcase your experience and entrepreneurial skills. You will be responsible for managing a portfolio of HNW/UHNW clients, delivering customized investment, estate planning, and wealth structuring solutions with your team. Additionally, you will lead and mentor a team of private bankers/relationship managers, ensuring high performance and client satisfaction. Collaboration with product, research, and investment teams will be essential to provide comprehensive wealth management solutions. You will also play a key role in identifying market opportunities and supporting regional business development initiatives. Key Responsibilities: - Manage a portfolio of HNW/UHNW clients, providing tailored investment, estate planning, and wealth structuring solutions. - Lead and mentor a team of private bankers/relationship managers to drive performance and enhance client satisfaction. - Collaborate with product, research, and investment teams to deliver holistic wealth management solutions. - Identify market opportunities and contribute to regional business development initiatives. Qualifications Required: - 5-15 years of experience in private banking and wealth management in India. - Strong leadership capabilities with the ability to motivate and mentor a team. - Proven track record of managing relationships with HNW or UHNW clients. - In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.,