Head - Private Wealth Management

Key Responsibilities:

Business Establishment:

- Lead the establishment of the wealth management division from the ground up.

- Develop and implement strategies to launch and grow the wealth management business.

- Hire and train a team of wealth managers to deliver high-quality financial advisory services.

Team Management:

- Build and lead a team of Team Leads and Relationship Managers (RMs).

- Develop and manage the relationship database, driving the generation of fresh leads through referrals to expand the client base.

- Conduct regular feedback and review sessions with the team to enhance business volume and new client acquisition.

Coaching and Mentoring:

- Coach and mentor the sales team, guiding them to achieve sales targets and professional growth.

- Collaborate with RMs to close sales calls when needed, ensuring high conversion rates.

Client Relationship Management:

- Develop and nurture long-term relationships with key and potential investors to secure repeat business.

- Leverage existing HNI connections to establish a strong foundation for the wealth management division.

- Assist existing HNI clients in diversifying their portfolios across different asset classes, providing personalized investment advice.

Business Development:

- Conceptualize and execute events, conferences, and product sessions for investors to enhance brand awareness and client engagement.

- Implement strategies to upgrade client net worth and achieve sales and revenue targets across the product mix.

Communication and Information Flow:

- Ensure timely and accurate flow of information within the team and with external stakeholders.

- Regularly monitor the team's external communication to maintain consistency and professionalism.

Qualifications:

- Minimum of 10 years of experience in wealth management, with at least 5 years in a leadership role.

- Proven track record of managing and growing a wealth management business.

- Strong leadership and team management skills, with experience in handling sales teams.

- In-depth knowledge of financial markets, investment strategies, and financial planning.

- Excellent communication and interpersonal skills.

- Ability to build and maintain relationships with high-net-worth clients.

- Strong analytical and problem-solving abilities.

- High ethical standards and commitment to client confidentiality and trust.