Position: Market Director – Wealth Advisory
Location: Hyderabad
Role Overview
We are looking for an experienced Wealth Management professional to drive business growth by managing and expanding relationships with High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role offers an opportunity to lead a team, drive regional business, and work with a comprehensive suite of wealth management products.
Key Responsibilities
• Build and grow the HNI/UHNI client portfolio through new client acquisition and relationship management.
• Drive Assets Under Management (AUM) growth and achieve business and revenue targets.
• Provide investment advisory across products such as Mutual Funds, PMS, AIFs, Structured Products, Fixed Income, Bonds, Insurance, and Alternate Investments.
• Develop customized wealth solutions aligned with clients' financial goals and risk profiles.
• Lead, mentor, and drive the performance of a team of Wealth Relationship Managers.
• Own regional business performance, including revenue, profitability, and client engagement.
• Ensure high standards of client service, compliance, and governance.
Ideal Candidate
• 15+ years of experience in Wealth Management, Private Banking, or Wealth Advisory.
• Strong experience managing HNI/UHNI client relationships with a sizeable AUM.
• Demonstrated success in client acquisition and revenue generation.
• Experience leading and developing high-performing wealth management teams.
• Strong knowledge of wealth products including PMS, AIF, Mutual Funds, Structured Products, Fixed Income, and Insurance.
• Excellent relationship management, business development, and leadership skills.