
Senior Financial Director
2 weeks ago
Senior Wealth Director
This is a senior individual contributor role, requiring a strong personal network and deep financial expertise.
About the Role:- Foster long-term relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.
- Provide expert advice to clients on wealth planning, risk management, and investment products.
- Achieve revenue targets through effective client acquisition and retention strategies.
- Develop tailored wealth plans for clients, leveraging in-depth knowledge of market trends and product offerings.
- Post Graduate/MBA/CA/CFA preferred.
- 12–18 years of experience in Wealth Management/Private Banking with a reputable firm.
- HNI/UHNI Client Relationships & Advisory
- Financial Planning & Wealth Management Expertise
- Strong Product Knowledge (Mutual Funds, PMS, AIFs, Bonds)
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Senior Distribution Director
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