Team Lead- Wealth (KeralaCochin)

Vitasta Consulting Pvt Ltd

Job Location:

Kochi - India

Monthly Salary: Not Disclosed

Posted on: 2 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Overview:
The Team Leader (Playing Captain) will manage a team of Relationship Managers while actively handling a personal book of HNI clients. The role combines leadership responsibility with individual revenue and AUM generation.

Key Responsibilities:

Lead mentor and drive performance of the RM team while managing own HNI client portfolio
Understand clients investment needs and design long-term asset allocation strategies
Acquire and advise HNI clients across asset classes including Equity MF Debt and Alternates
Oversee portfolio management with focus on asset allocation and family wealth management
Drive AUM growth through both team performance and individual contribution
Collaborate with product and research teams for tailored client solutions
Support clients on Corporate Finance M&A and Private Equity opportunities
Strengthen client relationships and ensure high-quality advisory standards across the team

Key Requirements:

8 years of experience in Wealth Management/Private Banking
Strong expertise in Equities (must) along with MF Fixed Income and Alternates
Proven leadership experience along with strong individual contributor track record
Demonstrated ability to acquire and manage HNI/UHNI clients
Strong knowledge of financial planning tax and investment advisory
Excellent leadership stakeholder management and communication skills

Role Overview:The Team Leader (Playing Captain) will manage a team of Relationship Managers while actively handling a personal book of HNI clients. The role combines leadership responsibility with individual revenue and AUM generation. Key Responsibilities: Lead mentor and drive performance of the ...