Bangalore Head
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Job Location:
Monthly Salary:
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
*Role Overview:*
We are seeking an experienced professional to lead our Wealth Management business in Bangalore. The role involves driving regional growth managing HNI client relationships and delivering comprehensive investment advisory and portfolio management solutions across asset classes while leading a high-performing team.
*Key Responsibilities:*
* Understand clients investment needs and create long-term asset allocation strategies.
* Acquire and advise HNI clients across asset classes including Equity Mutual Funds Debt and Alternate Investments.
* Provide advisory support on Corporate Finance M&A and Private Equity in collaboration with in-house experts.
* Manage client portfolios with a strong focus on asset allocation and overall family wealth management.
* Lead and mentor the Bangalore team while strengthening client relationships and driving AUM growth.
* Coordinate with product and research teams to deliver customized investment solutions aligned with client requirements.
*Key Requirements:*
* 15 years of experience in Private Banking / Wealth Management.
* Strong expertise in Equities (mandatory) Mutual Funds Fixed Income tax planning financial planning and structured/exotic products.
* Proven experience in advising clients across multiple asset classes.
* Demonstrated leadership experience with the ability to manage teams and drive regional business growth.
* Strong network and track record of acquiring and managing HNI/UHNI clients.
*Preferred Background:*
* Experience with leading Private Banks or Wealth Management firms.
* Strong understanding of financial markets investment products and client portfolio management.
