Area Director – Wealth Management – Banking/Financial Services

Key Responsibilities:

– Lead, manage, and mentor a team of Relationship Managers and drive team performance.

– Acquire and manage HNI/UHNI client relationships and support RMs in client acquisition and relationship deepening.

– Understand client objectives and develop long-term asset allocation and wealth management strategies.

– Advise clients across Equities, Mutual Funds, Fixed Income, Alternate Investments, and Structured/Exotic Products.

– Drive AUM growth, revenue generation, client retention, and wallet share.

– Coordinate with Product, Research, and Investment teams to provide customized investment solutions.

– Support clients on broader financial requirements including Corporate Finance, M&A, and Private Equity.

Experience & Skills:

– 15 – 18 years of experience in Wealth Management, Private Banking, or Investment Advisory.

– Proven experience managing HNI/UHNI clients and a team of Relationship Managers.

– Strong track record in client acquisition, AUM growth, and revenue generation.

– Strong knowledge of Equities, Mutual Funds, Fixed Income, Alternate Investments, and Wealth Planning.

– Strong communication, leadership, analytical, and business development skills.

– Prior experience with a Private Bank or Wealth Management firm preferred.