AUM Growth: Drive continuous scaling of overall book size.
NTF Acquisition: Secure breakthrough High-Net-Worth New-To-Firm clients.
Revenue Generation: Meet aggressive monetization targets via investment products.Market Engagement
Required Candidate profile
Advise UHNW clients, Promoters, and CXOs on customized asset allocation
Maintain exceptional, high-touch relationships with clients while actively hunting for recent promoter-family wealth accounts