Head of Private Wealth Management

1 week ago

Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Key Responsibilities:

Business Establishment:

  • Lead the establishment of the wealth management division from the ground up.
  • Develop and implement strategies to launch and grow the wealth management business.
  • Hire and train a team of wealth managers to deliver high-quality financial advisory services.

Team Management:

  • Build and lead a team of Team Leads and Relationship Managers (RMs).
  • Develop and manage the relationship database, driving the generation of fresh leads through referrals to expand the client base.
  • Conduct regular feedback and review sessions with the team to enhance business volume and new client acquisition.

Coaching and Mentoring:

  • Coach and mentor the sales team, guiding them to achieve sales targets and professional growth.
  • Collaborate with RMs to close sales calls when needed, ensuring high conversion rates.

Client Relationship Management:

  • Develop and nurture long-term relationships with key and potential investors to secure repeat business.
  • Leverage existing HNI connections to establish a strong foundation for the wealth management division.
  • Assist existing HNI clients in diversifying their portfolios across different asset classes, providing personalized investment advice.

Business Development:

  • Conceptualize and execute events, conferences, and product sessions for investors to enhance brand awareness and client engagement.
  • Implement strategies to upgrade client net worth and achieve sales and revenue targets across the product mix.

Communication and Information Flow:

  • Ensure timely and accurate flow of information within the team and with external stakeholders.
  • Regularly monitor the team's external communication to maintain consistency and professionalism.

Qualifications:

  • Minimum of 10 years of experience in wealth management, with at least 5 years in a leadership role.
  • Proven track record of managing and growing a wealth management business.
  • Strong leadership and team management skills, with experience in handling sales teams.
  • In-depth knowledge of financial markets, investment strategies, and financial planning.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain relationships with high-net-worth clients.
  • Strong analytical and problem-solving abilities.
  • High ethical standards and commitment to client confidentiality and trust.

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