5 - 10 years
10 - 15 Lacs
Posted:1 day ago|
Platform:
Work from Office
Full Time
Key Responsibilities
Strategic Business Leadership: Define and implement strategies to grow AUM and expand the Private Wealth business across regions. Team Leadership & Mentorship: Lead, coach, and inspire multiple teams of Private Wealth Managers/Team Leaders, fostering a high-performance culture. Client Acquisition & Retention: Build strong relationships with HNI/UHNI clients, family offices, and institutions, driving large-ticket investments. Product Advisory: Deliver comprehensive wealth solutions across PMS, AIFs, structured products, MF, and succession/estate planning. Revenue & P\&L Ownership: Drive revenue growth, profitability, and cost efficiency for the vertical. Market Positioning: Represent SMC at industry forums, events, and partnerships to enhance brand positioning in wealth management. Compliance & Governance: Ensure regulatory adherence, client confidentiality, and ethical standards.
Desired ProfileExperience: 12-18 years in wealth management, with proven success in managing good AUM and leading large teams. Leadership: Demonstrated ability to build, scale, and manage private wealth businesses at a regional/national level. Relationships: Strong network with HNIs, UHNIs, family offices, and institutional clients. Skills: Strategic mindset, strong business acumen, client advisory expertise, and leadership presence.
SMC Investments
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