Job Description
Job Role:
1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.
2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.
3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions.
4. Identify market opportunities and support regional business development initiatives.
Requirements:
1. 8–15 years of experience in private banking, wealth management in India.
2. Strong leadership capabilities with the ability to motivate and mentor a team.
3.Proven track record of managing HNW or UHNW client relationships.
4. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.
Locations : Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi and Bangalore
1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.
2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.
3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions.
4. Identify market opportunities and support regional business development initiatives.
Requirements:
1. 8–15 years of experience in private banking, wealth management in India.
2. Strong leadership capabilities with the ability to motivate and mentor a team.
3.Proven track record of managing HNW or UHNW client relationships.
4. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.
Locations : Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi and Bangalore
💡 Quick Summary
Seeking a career-building opportunity? The Team Leader (Private Wealth Management) position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
