Cluster Head – Private Wealth

2 days ago

Kolkata, West Bengal, India Career Hotspot & Services Full time ₹ 20,00,000 - ₹ 40,00,000 per year

Position: Cluster Head – Private Wealth (Individual Contributor)

Location: Kolkata

Function / Department / Vertical: Private Wealth Group / Wealth Management Sales

Book Size: ₹40 Cr and above

Experience Required: 5–10 years

Educational Qualification: MBA / Post Graduate

Role Overview

The Cluster Head (Individual Contributor) will be responsible for acquiring, advising, and managing High Net Worth (HNI/UHNI) clients, providing end-to-end wealth management solutions. The role focuses on relationship management, portfolio advisory, and achieving AUM growth while collaborating with internal experts to deliver holistic financial solutions.

Key Responsibilities

  • Identify, acquire, and manage HNI / UHNI clients with a focus on long-term relationship building and AUM growth.
  • Understand clients' detailed investment goals and design comprehensive asset allocation and wealth management plans.
  • Advise clients across asset classes — Equity, Debt, Mutual Funds, Alternate Assets, and Structured Products.
  • Provide strategic investment guidance with the support of in-house experts in Corporate Finance, M&A, and Private Equity.
  • Manage clients' overall investment portfolios, ensuring diversification, optimal returns, and compliance.
  • Coordinate with internal product, research, and operations teams for customized client solutions.
  • Maintain high standards of client servicing and ensure consistent delivery on financial and advisory commitments.

Skills & Experience Required

  • Strong knowledge of Equities (must), Mutual Funds, Tax Planning, Financial Planning, Fixed Income, and Alternate Investments.
  • Proven experience in advising HNI clients across asset classes.
  • Prior experience as a Relationship Manager / Wealth Manager in a Private Banking or Wealth Management setup.
  • Strong track record of achieving AUM and revenue targets individually.
  • Excellent understanding of financial markets, investment products, and client profiling.

Personal Attributes

  • Excellent communication and presentation skills with strong client-handling ability.
  • High business acumen and results-oriented approach.
  • Strong analytical and problem-solving skills.
  • Ability to think strategically and provide innovative investment solutions.
  • Self-driven, disciplined, and capable of working independently.

Apply Now:

Career Hotspot & Services

Job Types: Full-time, Permanent

Pay: ₹2,000, ₹4,000,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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