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WOW Softech
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Team Leader - Private Wealth Management (Playing Captain)

Team Leader - Private Wealth Management (Playing Captain)

8 - 13 years

|

30 - 45 Lacs

Posted:1 hour ago| Platform:

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Skills Required

client management team handling wealth management client acquisition team leading

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.
Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.
Collaborate with product, research, and investment teams to offer holistic wealth management solutions.
Identify market opportunities and support regional business development initiatives.

Preferred candidate profile

8 - 20 years in Private Banking / Wealth Management
Direct AUM track record (100 - 200Cr+)
Excellent stakeholder, product, and regulatory knowledge

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