Business Head - Private Wealth Management

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