Cluster/Regional Head – Wealth Management – NBFC

Talengage; Mumbai; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

A prominent financial services company in Mumbai is seeking an experienced professional to join their wealth management team. The role involves meeting high net worth clients to discuss financial goals and provide tailored investment advice. Candidates should have 10-20 years of experience and a strong network in the industry. This position offers competitive compensation and opportunities for professional growth.

Qualifications

• 10-20 years of experience within private banking or wealth management.
• A good understanding of investment products and asset classes.
• A good network of clients across UHNWI/HNWI, family offices and/or institutions.

Responsibilities

• Meeting with clients in person to discuss financial goals and needs.
• Team management and P&L.
• Acquisition of new clients.

Skills

Strong communication skills

Client management

Investment product knowledge

Education

Degree in economics/accounting/finance/business management

Job description

Overview

About Our Client: The client is a leading NBFC company with multiple offices.

Job Description

The responsibilities of the role are as follows:

Responsibilities

• Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products.
• Team management and P&L.
• Acquisition of new clients.
• Explaining various products and services to prospective clients.
• Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services.
• Reviewing clients’ current investment portfolios and recommending changes to meet their needs.
• Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities.
• Providing financial advice and services to clients in order to meet their short-term and long-term financial goals.

Candidate Requirements

• 10-20 years of experience within private banking or wealth management.
• Degree in economics/accounting/finance/business management from a well know university.
• A good understanding of investment products and asset classes.
• A good network of clients across UHNWI/HNWI, family offices and/or institutions.
• Strong communication skills.