Our Client, a leading Private Wealth Management firm is hiring for the role of Regional Head- Lucknow- Private Wealth
Role Overview
Playing Captain Role
- The leader will manage an individual business target along with Team Target
- Compensation structure includes an Incentive Module.
Non-Playing Captain Role
- The leader will focus on driving overall team performance and business growth.
- Compensation structure includes a Bonus Module.
- Expected to onboard and move a team of 4-5 members along with joining.
Key Responsibilities
- Build and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.
- Advise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
- Deliver customized wealth solutions aligned to clients financial goals and risk appetite.
- Drive AUM growth, net sales, and market share expansion.
- Develop strategies for client acquisition, retention, and deeper wallet share.
- Mentor and drive high-performing wealth management teams.
Who Should Apply?
- Professionals from Private Banking, Wealth Management, Investment Advisory, or Financial Services backgrounds.
- Candidates with robust understanding of investment products and market dynamics.
- Individuals with excellent relationship management and business development capabilities.
- Leaders with experience managing HNI/UHNI client relationships and teams.