Website Skywings Advisors Private Limited
Role Overview :
– As a Director of Private Banking, you will spearhead the strategic growth of our wealth management vertical by managing high-value relationships with Ultra HNI clients. You will act as a trusted advisor, orchestrating bespoke investment strategies that align with complex financial objectives while leading a high-performing team of relationship managers.
– By leveraging deep market insights and our robust product suite, you will drive AUM growth and solidify our firm’s reputation as a premier partner for sophisticated wealth solutions. This role demands a seasoned leader who can navigate the nuances of the financial landscape to deliver exceptional value to both the firm and our most discerning clientele.
Key Responsibilities :
– Cultivate and maintain long-term relationships with Ultra HNI clients to ensure high retention and consistent growth in the managed portfolio.
– Design and execute comprehensive investment advisory frameworks, integrating PMS, AIF, and Mutual Fund products to optimize client asset allocation.
– Monitor market trends and regulatory shifts to provide proactive guidance, ensuring all portfolios remain resilient and aligned with evolving financial goals.
Required Skillst :
– Demonstrated expertise in managing large-scale AUM and complex investment portfolios for the Ultra HNI segment.
– Exceptional ability to articulate sophisticated financial concepts and investment strategies to high-net-worth individuals with clarity and confidence.
– Excellent interpersonal skills, enabling the cultivation of deep professional networks and the ability to influence key stakeholders at the leadership level.
– Ability to thrive in a high-pressure, on-site environment, demonstrating the agility to manage regional operations across Bangalore, Chennai, or Kolkata effectively.
To apply for this job please visit www.iimjobs.com.
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