Own branch targets revenue, AUM growth, recent client acquisition
Personally manage a portfolio of HNI/UHNI (high net worth) clients
Hire, train, and lead a team of Relationship Managers
Represent the Co & build the brand locally
Achieve revenue targets
Required Candidate profile
10-12 years in Wealth Management / Private Banking / Investment Advisory
Has managed HNI/UHNI clients and hit revenue numbers
Has led a team.
Strong on investment products & financial planning