My client is looking for an experienced Team Lead – Wealth Management to lead a high-performing team of Relationship Managers while driving business growth across the HNI and affluent client segment.
This is an excellent prospect for a leader who combines strong client advisory capabilities with a proven ability to build teams, grow Assets Under Management (AUM), and deliver exceptional client outcomes.
What you'll do:
Lead, coach, and develop a team of Wealth Relationship Managers
Drive AUM growth, revenue, and product penetration across HNI portfolios
Acquire and deepen relationships with HNI clients through referrals and local networks
Deliver holistic wealth solutions across Mutual Funds, Insurance, and other investment products
Monitor team productivity, ensure superior client servicing, and maintain regulatory compliance
We're looking for:
8–12 years of experience in Wealth Management,
Private Banking, Broking, AMC, or Financial Advisory
Proven success in managing HNI/affluent client portfolios and achieving AUM & revenue targets
Prior experience leading Relationship Managers and building high-performing teams
Strong knowledge of financial markets, investment products, and client advisory
NISM & IRDA certifications are mandatory
Why consider this opportunity?
Lead a high-impact wealth management team in a growth market
Work with a robust portfolio of wealth products and advisory solutions
Accelerate your leadership career while making a meaningful impact on client wealth creation
If you're passionate about leading teams, building trusted client relationships, and driving wealth growth, I'd love to connect. Please share your profile or tag someone who would be a outstanding fit.
📌 Team Lead Wealth Management Ahmedabad (India)
🏢 Ardor Talent Solutions
📍 India
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