Associate Director (Private Wealth Advisory) – Kanpur

Abreast Global; Kanpur; On-site; INR 8,000,000 - 12,000,000; Full time

Job summary

Abreast Global in Kanpur seeks an Associate Market Director for Private Wealth Advisory to lead regional growth, manage a portfolio of UHNW clients, and mentor relationship managers. The role requires deep wealth management expertise and strategic client solutions in a dynamic market environment.

The position emphasizes building the firm’s footprint in the region, delivering bespoke wealth strategies, and guiding a high-performing team of professionals to sustain client retention and

Qualifications

• Deep expertise in wealth management and private banking for high-net-worth clients.
• Postgraduate degree in Finance, Business Administration, or related field.
• Proven leadership and ability to develop high-performing teams.
• Strong understanding of assets, markets, and sophisticated investment products.
• Ability to communicate complex concepts clearly with clients and stakeholders.

Responsibilities

• Formulate and execute regional strategies to grow AUM in the targeted territory.
• Lead and mentor a team of relationship managers to achieve revenue targets.
• Design customized investment solutions aligned with client goals and risk appetite.
• Cultivate long-term relationships with UHNW clients and family offices.
• Monitor market trends and regulatory shifts to provide timely insights.
• Collaborate with product and research teams to deliver comprehensive wealth services.

Skills

Wealth management

Private banking

Leadership

Portfolio management

Client relationship

Communication

Education

Postgraduate degree in Finance/Business Administration

Job description

Role Overview

As an Associate Market Director for Private Wealth Advisory in Kanpur, you will spearhead the strategic expansion and management of our high-net-worth client portfolio. This leadership role involves orchestrating complex investment solutions, mentoring a high-performing team of relationship managers, and serving as the primary point of contact for ultra-high-net-worth individuals and family offices. You will be responsible for driving business growth, ensuring superior client retention, and navigating volatile financial markets to deliver bespoke wealth strategies. By bridging the gap between sophisticated financial products and client objectives, you will directly influence the firms market footprint and long-term profitability in the region.

Key Responsibilities

• Formulate and execute regional business strategies to capture market share and increase the Assets Under Management (AUM) within the Jaipur territory.
• Lead and mentor a team of relationship managers to ensure high-quality client servicing and consistent achievement of revenue targets.
• Design and implement customized investment solutions that align with the risk appetite and financial goals of private banking clients.
• Cultivate and sustain long-term relationships with key stakeholders and high-net-worth prospects to drive business development and brand advocacy.
• Monitor financial market trends and regulatory shifts to provide timely, actionable insights that protect and grow client portfolios.
• Collaborate with internal product and research teams to ensure the seamless delivery of comprehensive wealth management services.

Required Skillset

• Demonstrate deep expertise in wealth management and private banking, with a proven track record of managing complex portfolios for high-net-worth individuals.
• Exhibit exceptional leadership and team management capabilities, with the ability to inspire and guide senior professionals toward achieving ambitious business goals.
• Possess a sophisticated understanding of financial markets, asset allocation, and investment products, enabling the delivery of high-value advisory services.
• Communicate complex financial concepts with clarity and precision, fostering trust and credibility with sophisticated clients and internal stakeholders.
• Maintain a proactive, solution-oriented approach to problem-solving, ensuring that client needs are met with agility and professional integrity.
• Hold a postgraduate degree in Finance, Business Administration, or a related field from a premier institute, which complements your extensive industry experience.
• Thrive in an on-site work environment in Jaipur, leveraging local market knowledge to build and maintain a robust professional network.