Team Lead - Private Wealth

Mintskill HR Solutions LLP; Ahmedabad District, Delhi; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Mintskill HR Solutions LLP is seeking a Team Leader in private banking/wealth management to guide a high-net-worth client portfolio and oversee a growing team. You will drive business growth, provide strategic client advice, and coordinate with investment, credit, and compliance groups to deliver comprehensive solutions.

Ideal candidates bring substantial leadership experience in private banking or wealth management, a proactive, client-centric mindset, and a track record of mentoring teams

Qualifications

• Proven experience in private banking, wealth management, or related field with a strong track record of managing a self-sustained client book.
• Leadership experience: minimum 15–17 years in private banking or wealth management.
• Deep knowledge of financial products, services, and investment strategies.
• Strong leadership, interpersonal, and communication skills.
• Ability to drive results, motivate a team, and manage client relationships effectively.
• Familiarity with regulatory environment surrounding private banking and wealth management.
• Proactive, client-centric approach with high professionalism and discretion.

Responsibilities

• Lead, manage, and mentor a 6–8 member team of private bankers.
• Maintain and grow a self-managed book of HNWIs/UHNWIs.
• Identify strategies to meet or exceed revenue targets and grow AUM.
• Provide tailored investment and wealth management advice.
• Collaborate with investment, credit, and compliance teams.
• Ensure risk management and adherence to regulations and controls.
• Drive client service excellence and retention.

Skills

Private banking

Wealth management

Leadership

Client relationships

Regulatory compliance

Job description

Ahmedabad, Delhi, India | Posted on 07/29/2025

As Team Leader, you will be tasked with achieving business growth targets, providing strategic direction to your team, and ensuring exceptional client service delivery. A key component of this role is the ability to self-manage your client portfolio while overseeing the performance and development of your team members.

Key Responsibilities:

• Team Leadership and Development: Lead, manage, and mentor at least a 6-8 member team of private bankers, fostering a high-performance culture. Provide coaching, guidance, and career development to team members.
  
• Client Relationship Management: Maintain and grow a self-managed book of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). Establish and nurture long- term, trust-based relationships with clients.
  
• Business Growth: Identify and implement strategies to meet or exceed revenue targets. Drive business growth by cross-selling services and products, increasing assets under management (AUM), and ensuring retention of key clients.
  
• Financial Planning and Advice: Offer tailored investment and wealth management advice to clients, aligned with their financial goals. Stay updated on market trends to provide informed recommendations.
  
• Collaboration: Work closely with other departments (e.g., investment, credit, compliance) to deliver integrated and comprehensive solutions to clients.
  
• Risk Management: Maintain an in-depth understanding of risk and compliance requirements.
  
• Ensure team adherence to relevant regulations and internal controls.
  

Requirements

Qualifications:

• Proven experience in private banking, wealth management, or a related field, with a strong track record of managing a self-sustained client book.
• Minimum of 15-17 years of leadership experience in a private banking or wealth management environment.
  
• In-depth knowledge of financial products, services, and investment strategies.
  
• Strong leadership, interpersonal, and communication skills.
  
• Ability to drive results, motivate a team, and manage client relationships effectively.
  
• Familiarity with the regulatory environment surrounding private banking and wealth management.
  
• A proactive and client-centric approach, with a high level of professionalism and discretion.