Posted By
Posted in
Banking & Finance
Job Code
1300772
About Our Client:
Our Client is an integrated financial house with global presence in 15 countries.
Our Client offers a full range of quality and innovative services to institutional customers, corporates, family offices, high net worth individuals and retail customers.
- Assets Under Management worldwide more than USD 47 Billion
- Shareholder's funds in excess of USD 1.5 Billion
- Over 1.3 Million clients worldwide
- More than 5,000 Employees
Job Summary:
The position available is as a Business Head - Wealth Management Team.
The selected candidate will develop and implement a powerful strategy for business growth for affluent clients, aligned with the organizational vision and goals.
Responsibilities:
- Develop and implement a powerful strategy for business growth for affluent clients, aligned with the organizational vision and goals.
- Drive and execute effective marketing and sales strategies to identify and retain the target market segment, leveraging digital channels and partnerships.
- Collaborate with product and other teams within the Private Wealth Management division to present a strong bouquet of products across various categories, such as broking, insurance, mutual funds, PMS, succession planning, alternative investments, bonds, NCDs, loans, real estate, etc.
- Establish and maintain robust processes and governance mechanisms to ensure smooth operations and continuous improvement of the business.
- Build and lead a large team of professionals, including relationship managers, product specialists, and support staff, to ensure high performance and customer satisfaction.
- Ensure adherence to all regulatory and organizational compliance requirements and implement effective risk management practices.
Education:
- CA or MBA from a Tier 1 institution / University
Experience:
- 10+ years of relevant wealth management experience
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Banking & Finance
Job Code
1300772