Wealth Management Channel Director

4 days ago


Mumbai, Maharashtra, India Grok Search Full time

Grok Search is seeking a highly experienced and results-driven Wealth Management Channel Director to lead our wealth distribution strategy across multiple channels. The ideal candidate will have a proven track record of developing and executing successful strategies, driving profitable growth, and delivering exceptional client experiences.

Key Responsibilities:

  • Develop and execute a comprehensive wealth distribution strategy across multiple channels.
  • Lead and manage sales teams to achieve revenue growth and exceed targets.
  • Optimize channel performance through data analysis and market research.
  • Drive customer acquisition and retention for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).

Requirements:

  • Minimum of 10-15 years of experience in wealth management, financial services, or private banking.
  • At least 5 years of leadership experience with a strong strategic thinking, problem-solving, and decision-making skills.
  • Deep understanding of financial products, market trends, and regulatory environments.
  • Proficient in data analysis, CRM systems, and digital channel management.

Compensation: $150,000 - $200,000 per year, depending on experience.



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