Associate Director (Private Wealth Advisory) – Lucknow

Abreast Global; Lucknow; On-site; INR 350,000 - 900,000; Full time

Job summary

Abreast Global in Lucknow seeks an Associate Market Director for Private Wealth Advisory to lead expansion and manage a high‑net‑worth client portfolio. You will design bespoke wealth solutions, mentor a team of relationship managers, and act as the primary liaison for ultra‑high‑net‑worth clients.

This on‑site leadership role requires deep market knowledge, performance coaching, and the ability to navigate volatile markets while safeguarding client objectives and firm profitability.

Qualifications

• Must have deep wealth management and private banking experience with UHNI portfolios.
• Strong leadership to mentor senior relationship managers.
• Exceptional communication and credibility with sophisticated clients.
• Postgraduate degree in Finance, MBA, or related field from premier institute.

Responsibilities

• Formulate and execute regional strategies to increase AUM within the Jaipur territory.
• Lead and mentor relationship managers to ensure high-quality client servicing.
• Design customized investment solutions aligned with clients' goals and risk appetite.
• Cultivate long-term relationships with UHNW clients and family offices.
• Monitor market trends and regulatory shifts to guide portfolios.
• Collaborate with product and research teams to deliver wealth services.

Skills

Wealth management

Private banking

Leadership

Financial markets

Communication

Problem solving

Education

Postgraduate degree in Finance or MBA

Job description

Role Overview:

As an Associate Market Director for Private Wealth Advisory in Lucknow, 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.