Job Overview
𝗥𝗼𝗹𝗲 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 Responsible for driving HNI/UHNI client acquisition, AUM growth, revenue generation, and team performance while strengthening client relationships and expanding the firm’s wealth management franchise. 𝗞𝗲𝘆 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 ->Lead and manage a team of Wealth Managers / RMs to achieve business targets across client acquisition, AUM, revenue, and wallet share. ->𝗣𝗹𝗮𝘆𝗶𝗻𝗴 𝗖𝗮𝗽𝘁𝗮𝗶𝗻: Manage a personal portfolio of HNI/UHNI clients alongside team leadership. 𝗡𝗼𝗻-𝗣𝗹𝗮𝘆𝗶𝗻𝗴 𝗖𝗮𝗽𝘁𝗮𝗶𝗻: Focus on team management, business development, and overall business growth without an individual client portfolio. ->Build and deepen client relationships by delivering customized wealth management and investment solutions aligned with client objectives. ->Mentor and coach team members to enhance productivity, client engagement, cross-selling, and business performance. ->Drive new client acquisition through referrals, professional networks, and market development initiatives. ->Act as a senior escalation point for key clients and complex investment opportunities, ensuring service excellence, compliance, and client satisfaction. ->Contribute to the growth of the wealth management franchise through effective leadership, business development, and achievement of strategic objectives. 𝗜𝗱𝗲𝗮𝗹 𝗙𝗶𝘁𝗺𝗲𝗻𝘁: 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Proven experience in private wealth management, handling HNI/UHNI clients and driving business growth. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗔𝗰𝘂𝗺𝗲𝗻: Strong track record in client acquisition, AUM growth, revenue generation, and wallet share enhancement. 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Demonstrated ability to lead, mentor, and drive performance of Wealth Managers / Relationship Managers. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀: Strong networking, relationship-building, and client retention capabilities. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Sound understanding of investment products, wealth solutions, and client portfolio requirements. 𝗥𝗼𝗹𝗲 𝗙𝗶𝘁𝗺𝗲𝗻𝘁: 𝗣𝗹𝗮𝘆𝗶𝗻𝗴 𝗖𝗮𝗽𝘁𝗮𝗶𝗻 – 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗰𝗹𝗶𝗲𝗻𝘁 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗹𝗼𝗻𝗴 𝘄𝗶𝘁𝗵 𝘁𝗲𝗮𝗺 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽; 𝗡𝗼𝗻-𝗣𝗹𝗮𝘆𝗶𝗻𝗴 𝗖𝗮𝗽𝘁𝗮𝗶𝗻 – 𝘁𝗲𝗮𝗺 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗳𝗼𝗰𝘂𝘀. 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗔𝘁𝘁𝗿𝗶𝗯𝘂𝘁𝗲𝘀: Strong communication, leadership, business development, and stakeholder management skills, with a client-centric approach.