Website Talengage
Key Responsibilities:
– Lead and manage wealth management business operations across multiple locations (Delhi, Mumbai, Jaipur, Chennai).
– Develop and execute strategies to grow the NBFC’s wealth management portfolio and increase assets under management (AUM).
– Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and delivering tailored wealth solutions.
– Collaborate closely with product, risk, and compliance teams to ensure adherence to regulatory requirements and risk frameworks.
– Drive business development initiatives and identify new market opportunities.
– Mentor and lead a team of wealth managers, ensuring performance targets are met or exceeded.
– Oversee portfolio management, asset allocation, and investment advisory services.
– Stay abreast of industry trends, competitive landscape, and regulatory changes impacting wealth management.
Required Qualifications & Experience:
– 10 to 20 years of progressive experience in wealth management, private banking, or financial advisory, preferably within NBFCs or similar financial institutions.
– Proven track record of managing large portfolios and driving business growth.
– Strong knowledge of investment products, portfolio management, financial planning, and regulatory frameworks relevant to wealth management.
– Excellent leadership and team management skills.
– Outstanding communication, negotiation, and client relationship management abilities.
– Graduate or Postgraduate degree in Finance, Business Administration, or related field.
– CFA/CFP certification is a plus.
To apply for this job please visit www.iimjobs.com.
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