Location: New Delhi, Ahmedabad, Bengaluru, Chennai, Guwahati, Hyderabad, Jaipur, Kolkata, Mumbai, Pune
We are looking for an experienced Wealth Management professional to lead wealth management activities across an assigned territory/area. The role will focus on achieving revenue, AUM and market-share objectives while building a strong wealth management franchise and delivering exceptional service to HNI and Ultra-HNI clients.
The position involves client engagement, relationship management, investment research, financial planning, portfolio performance analysis, business development, portfolio management and business analytics.
Manage relationships with HNI and Ultra-HNI clients and understand their investment requirements.
Provide customized investment solutions based on client profiling, financial goals, risk appetite and investment preferences.
Work closely with Relationship Managers to support client portfolios and implement wealth management strategies.
Identify opportunities for cross-selling and upselling investment and wealth management products.
Ensure superior and seamless client service and long-term relationship development.
Conduct research and analysis of investment products, financial markets and economic trends.
Provide insights to support investment decisions and enhance client portfolio outcomes.
Track market developments and identify relevant investment opportunities for clients.
Guide the development of personalized financial plans aligned with client objectives and risk profiles.
Prepare and present investment summaries, portfolio performance reports and financial analysis.
Monitor portfolio performance and provide relevant insights to clients and internal stakeholders.
Drive cluster/area-level business objectives including revenue, AUM and client acquisition.
Lead wealth management activities across the assigned territory.
Drive business growth and establish a strong wealth management presence in the market.
Recruit, develop, mentor and retain high-performing wealth management professionals.
Review team performance and identify opportunities to improve productivity and revenue.
Take joint ownership of key HNI/Ultra-HNI client relationships managed by the team.
Drive achievement of business, revenue and AUM targets.
8–12 years of relevant Wealth Management experience.
Strong experience handling HNI / Ultra-HNI clients.
Proven experience in wealth management, portfolio advisory and business development.
Strong understanding of investment products and financial markets.
Broking experience/background is not preferred.
Candidates should ideally have stability in their recent career history; the last two jobs together should account for at least 5 years of tenure.
Strong leadership, client management and team management capabilities.
Candidates from established wealth management firms, private banking and premium wealth management divisions of banks will be preferred.
Motilal Oswal Financial Services
Anand Rathi
Nuvama Wealth
Bajaj Capital – La Premiere
Fisdom Private Wealth
JM Financial
IIFL Financial
HDFC PBG
IndusInd – Pioneer Partners
Axis Burgundy
Kotak Privy
SBI Wealth
Bank of Baroda Wealth
YES First / YES Private
IDFC First Wealth
ICICI Securities / ICICI Wealth
Equirus Wealth
Standard Chartered
DBS Bank
Federal Bank Wealth
RBL Insignia
The ideal candidate should combine strong HNI/Ultra-HNI relationship management, investment understanding, business development and leadership experience. The candidate should have a proven track record of managing wealth businesses, driving AUM and revenue growth, and developing high-performing teams.
Milestone Job Consultant (AHP Group) Service Company as an organization aims
at helping businesses grow by matching the right talent to their specialized staffing and
Consulting needs and build rewarding careers for the professionals they place. The company
adheres to a philosophy of & quote; Ethics First& quote; in everything it does and creates a work environment
Where employees can thrive and innovate. We inspires its employees to be a socially
responsible corporate citizen and an active participant in the communities in which we live and work.