On-site
Full Time
📌 Job Title: Senior Wealth Manager / Private Banking Leader
🔹 Job Description
🔹 Key Responsibilities
• Analyze financial information and develop customized wealth strategies for clients
• Drive AUM growth and achieve revenue targets through client acquisition and portfolio expansion
• Conduct regular client meetings to provide market insights and investment advice
• Monitor financial market trends to ensure client portfolios remain responsive and optimized
• Build and maintain long-term relationships with HNI/UHNI clients
• Lead, mentor, and manage wealth management teams to enhance performance and productivity
• Ensure compliance with regulatory and internal governance standards
• Collaborate with internal stakeholders to deliver holistic wealth solutions
🔹 Qualifications & Experience
• Graduation / Post-Graduation in any discipline
• Minimum 3–5 years in a leadership or team-handling role
• Excellent leadership, interpersonal, and client management skills
SeniorWealthManager #WealthLeadership
#AUMGrowth #ClientAcquisition #HNIClients #UHNI
#InvestmentAdvisory #FinancialMarkets #PortfolioManagement
#MutualFunds #PMS #Bonds #StructuredProducts
#RevenueGeneration #TeamLeadership #RelationshipManagement
#AMFI #IRDA #FinancialServicesJobs #BankingJobs
#LeadershipHiring #FinanceCareers #IndiaJobs #LinkedInHiring
NAZZTEC
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