Team Leader (Private Wealth Management)

8 - 15 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The ideal candidate will be responsible for managing their own portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, they will oversee and guide a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment departments will be essential to deliver comprehensive wealth management services. The role also involves identifying market trends and assisting in regional business development efforts. Requirements: - 8-15 years of experience in private banking and wealth management within the Indian market. - Strong leadership skills to inspire and guide a team effectively. - Demonstrated success in handling relationships with HNW or UHNW clients. - Profound understanding of investment products, wealth planning techniques, and regulatory frameworks. Locations: Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi, and Bangalore.,

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