Job Description:

Job Summary

The Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area. This role ensures the achievement of revenue targets, client acquisition, and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines.

Key Responsibilities

Strategic Leadership
Develop and implement the area's wealth management strategy in alignment with organizational goals.
Monitor market trends and identify current opportunities to drive revenue growth and client acquisition.

Team Management
Recruit, train, and mentor Wealth Managers and Relationship Managers.
Set explicit performance expectations and regularly evaluate team performance.
Foster a culture of collaboration, continuous learning, and high ethical standards.

Client Acquisition and Retention
Oversee the acquisition of High Net Worth Individuals (HNWIs) and Ultra-High Net Worth Individuals (UHNWIs).




Ensure high levels of client satisfaction by delivering tailored financial solutions and superior service.
Build and maintain relationships with key clients and stakeholders in the area.

Portfolio Management
Guide the team to provide comprehensive wealth solutions, including investment advisory, financial planning, and estate planning.
Monitor the performance of client portfolios to ensure alignment with financial goals and risk tolerance.

Compliance and Risk Management
Ensure strict adherence to regulatory and compliance requirements.
Implement and monitor risk management practices within the team.

Performance Management
Drive revenue and profitability for the area by meeting or exceeding targets.
Provide regular reports and insights to the Regional Head on team performance and market activities.

Key Qualifications

Education
Bachelor’s degree in Finance, Business Administration, Economics, or a related field (Master’s degree preferred).
Certifications such a

📌 Kmbl Wealth Pune
🏢 Acura Solution
📍 Pune