Wealth Management Leader

4 days ago


Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 1 - ₹ 3

Job Opportunity:

We are seeking a visionary leader to spearhead our Wealth Management practice.

This leadership role is pivotal in the High Net Worth Individual (HNI) and Ultra High Net Worth Individual (UHNI) segments. If you're passionate about delivering holistic wealth solutions and shaping next-generation private banking experiences, we'd like to connect.

Key Responsibilities:

  • Develop and execute the strategic direction of the wealth management practice
  • Lead and mentor a team of experienced Relationship Managers
  • Build, manage and scale high-value client relationships (HNI/UHNI/Family Office)
  • Oversee portfolio advisory, investment strategy, and customized wealth solutions
  • Collaborate with product, compliance, tech, and external ecosystem partners
  • Ensure adherence to regulatory frameworks and risk management standards

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