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Leadership Role - Private Banker - Wealth Management Firm
Leadership Role - Private Banker - Wealth Management FirmRadiate Rays Consultants • Vadodara, India
Leadership Role - Private Banker - Wealth Management Firm

Leadership Role - Private Banker - Wealth Management Firm

Radiate Rays Consultants • Vadodara, India
9 days ago
Job description

Our client, Prestigious Premium Wealth Management Firms, are actively hiring for Private Banking / Private Wealth roles.

This is a fantastic opportunity for professionals passionate about wealth management, relationship management, and investment advisory.

Position : Individual / Leadership Role (Designation Based on Experience)

Location : Bangalore / Hyderabad / Chennai / Mumbai / Indore / Ahmedabad / Vadodara

Industry : Wealth Management | Private Banking | Financial Advisory

Experience : 5+ Years

Type : Full-Time | Individual | Leadership Position (Playing / Non Playing)

Playing Captain Role : Leader will have his own Targets and Handle a Team (Leader will be On Incentive Module)

Non Playing Captain : Leaders will be required just to handle the team and ensure to get their Targets Achieved but they you will be expected to bring 4-5 team members

About the Opportunity :

We are hiring for a strategic leadership position on behalf of three high-growth clients in the Wealth Management space one a fast-scaling digital-first wealth platform and the others are reputed, established private wealth firms.

Key Responsibilities :

  • Define and lead the strategic direction of the wealth management practice
  • Build, manage and scale high-value client relationships (HNI / UHNI / Family Office)
  • Oversee portfolio advisory, investment strategy, and customized wealth solutions
  • Lead and mentor a team of seasoned Relationship Managers and Advisors
  • Collaborate with product, compliance, tech, and external ecosystem partners
  • Ensure adherence to regulatory frameworks and risk management standards

Pls Note : No Relocation Allowed

Request you to kindly apply to this mail so that we can connect over call and Speak in Detail Regarding Various Opportunities with us.

You can also Call or WhatsApp me on below provided (ref : iimjobs.com)

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Wealth Management • Vadodara, India

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