Team Leader (Private Wealth Management)

Job Role :

1. Manage your own portfolio of HNW / UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions.

2. Lead and mentor a team of private bankers / relationship managers, driving performance and client satisfaction.

3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions.

4. Identify market opportunities and support regional business development initiatives.

Requirements :

1. 8–15 years of experience in private banking, wealth management in India.

2. Strong leadership capabilities with the ability to motivate and mentor a team.

3.Proven track record of managing HNW or UHNW client relationships.

4. In-depth knowledge of investment products, wealth planning strategies, and regulatory norms.

Locations : Mumbai, Pune, Hyderabad, Chennai, Ahmedabad, Delhi and Bangalore

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Skills Required

investment products