National Wealth Management Director
4 weeks ago
Job Summary
We are seeking a highly skilled and experienced Head of Wealth Management to lead our national wealth management team. The ideal candidate will have a strong background in wealth management, with a proven track record of driving business growth and managing high-performing teams.
Key Responsibilities
- Develop and implement a national wealth management strategy that aligns with the company's overall goals and objectives.
- Lead and manage a team of senior executives and managers across different regions, providing guidance and support to ensure the successful execution of business plans.
- Drive business growth across various products, including mutual funds, equity, private equity, and portfolio management.
- Monitor and manage the financial performance of the company at the national level, identifying opportunities for improvement and implementing corrective actions as needed.
- Ensure that all operations comply with regulatory requirements and industry standards.
Requirements
The successful candidate will have a strong background in wealth management, with a proven track record of driving business growth and managing high-performing teams. They will also have excellent leadership and communication skills, with the ability to work effectively with cross-functional teams and stakeholders.
Skills
Mutual Funds, Equity, Private Equity, Portfolio Management, AUM, MFD, State Head, National Head, AIF, Vice President
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