Our Client, a leading Private Wealth Management firm is hiring for the Leadership Roles- Private Wealth - ( West )

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 solid 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.

📌 Regional Head - (West)- Private Wealth (Mumbai)
🏢 Radiate Rays Consultants
📍 Mumbai