
Team Lead
2 days ago
Role & responsibilities
- Manage the portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions with team.
- Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction.
- Collaborate with product, research, and investment teams to offer holistic wealth management solutions.
- Identify market opportunities and support regional business development initiatives.
Preferred candidate profile
- 515 years of experience in private banking, wealth management in India.
- Strong leadership capabilities with the ability to motivate and mentor a team.
3.Proven track record of managing HNW or UHNW client relationships. - In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.
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