Team Lead - Wealth Management (Bangalore)

Job Description

Role : - President / Team Leader – Wealth Management Business

About the Role

As a Team Leader for Relationship Managers , we are seeking an accomplished and client-centric professional from the Private Wealth industry with around 15+ years of experience. The role’s core objective is to hire talent, lead and inspire the Wealth Management sales team, driving performance through strategic direction, collaborative leadership, and a strong focus on client satisfaction and regulatory compliance. By fostering a culture of growth, building long-term client relationships, and implementing innovative business strategies, you will empower clients to make informed investment decisions that enhance their wealth—while contributing to the overall growth and success of our organization.

Key Responsibilities

• Overall new AUM growth in line with the objective laid down by the company.
• Managing Individual & team P&L.
• To Develop the strategic plan for Wealth Management to meet business objectives.
• Monitor and analyze performance metrics including manpower productivity and suggest / implement improvements
• To meet the Business / sales targets for the region on monthly, quarterly and annual basis.
• To do timely appraisal / review of performance of team in the region.
• Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients
• Conduct regular portfolio reviews and risk assessments.
• Stay updated on market trends, financial products, and regulatory changes.

Team Leadership & Development

Requirements

Education & Certifications

Experience : - 15+ years

Compliance

Roles

Requirements

10- 15 years of Talent Acquisition experience, with at least 8–10 years in Private Wealth Strong understanding of Wealth Management business models and talent landscape. Proven success in hiring for mid-to-senior Wealth Management roles. Excellent stakeholder management and communication skills. Ability to thrive in a fast-paced, high-growth environment.