Team Lead- Playing Captain Wealth Management

WOW Softech; Lucknow; On-site; INR 900,000 - 1,300,000; Full time

Job summary

WOW Softech in Lucknow, India, seeks a seasoned wealth captain to directly manage a high-value portfolio and to lead a small, specialized team dedicated to delivering bespoke financial solutions.

The role requires guiding relationship managers, leveraging PMS, AIF, structured products, and mutual funds to meet client goals, and maintaining strong client partnerships with a focus on growth and excellence.

Qualifications

• Direct engagement with HNI/UHNI clients to offer bespoke wealth management solutions and comprehensive financial planning.
• Managing a personal book of high-value assets under management (AUM) while setting performance benchmarks.
• Leveraging open-architecture platforms covering PMS, AIF, structured products, and mutual funds.
• Guiding junior and mid-level relationship managers on sales strategies, client pitches, and portfolio reviews.

Responsibilities

• Direct engagement with HNI/UHNI clients to offer bespoke wealth management solutions and comprehensive financial planning.
• Lead and mentor a small specialized team to deliver client-focused wealth management results.
• Utilize open-architecture platforms for PMS, AIF, structured products, and mutual funds to meet client goals.
• Coach junior relationship managers on pitches, client reviews and achieving sales targets.

Skills

Client relationship management

HNI/UHNI advisory

Sales target achievement

Team leadership

Education

MBA in Finance

Tools

Wealth management platforms

Job description

A playing captain both manages a high-value portfolio of High-Net-Worth (HNI) and Ultra-HNI (UHNI) clients directly and leads, mentors, or anchors a small specialized team .

Key Responsibilities

• Client Acquisition & Advisory: Direct engagement with HNI/UHNI clients to offer bespoke wealth management solutions and comprehensive financial planning.


• Leading by Example: Managing a personal book of high-value assets under management (AUM) while setting performance benchmarks.


• Product Execution: Leveraging open-architecture platforms covering Portfolio Management Services (PMS), Alternative Investment Funds (AIF), structured products, and mutual funds.


• Team Mentorship: Guiding junior and mid-level relationship managers on sales strategies, client pitches, and portfolio reviews.