Posted By
Michelle Monteiro
Chief Business Officer at SearchLight HR Services Pvt Ltd
Last Login: 21 November 2023
Posted in
Sales & Marketing
Job Code
1189921
Happy to present a leadership role with a fast growing fintech in the wealth advisory domain our client is growing exponentially in their journey to become a unicorn by 2024.
Director - Private Wealth
Experience - 18 years
Location - Mumbai
Role :
- The business leader must have experience in independently operating the wealth management business and building the division ground up. The role will entail formulating a strategy to offer this new service to its existing premium clients and the overall HNI & UHNI ecosystem.
- Responsible for building the private wealth business group, including building high performing teams, product refinement, devising a market strategy, product launch, developing partnerships & collaborations and running the business independently.
- The leader must be pragmatic, have strong problem-solving and decisive decision-making skills, focused on people development, storytelling with data, must have the ability to take thoughts through to execution.
The Successful Applicant must have :
- Proven experience in leading a wealth management practice, team management with a proven record of achieving sustainable growth.
- To develop and manage relationships with HNI & UHNI clients in order to provide them with investment products and services in line with their risk profile.
- Must have experience in working directly with the founders and should have played an instrumental role in successfully growing a start up, or building a new division from scratch.
- Ensure compliance with key regulatory requirements.
- Strong coaching and influencing skills.
- Proven experience in building high performing teams across.
- Drive accountability, continuous process improvement, and scale-based thinking.
- Excellent relationship management skills
- Existing network of HNI and UHNI clients in India.
What's on Offer :
An opportunity to work with India's leading fintech in the wealth management space and being an integral part of their Unicorn journey.
Contact: Michelle Monteiro
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Posted By
Michelle Monteiro
Chief Business Officer at SearchLight HR Services Pvt Ltd
Last Login: 21 November 2023
Posted in
Sales & Marketing
Job Code
1189921
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