Area Head

Company Description

At 360 ONE Wealth, we understand that creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put you at the center of everything we do. Understanding the unique needs of different families is what sets us apart.

Role Description

This is a full-time, on-site role for an Area Head located in New Delhi. (Playing Captain) The Area Head will be responsible for overseeing the wealth management operations and ensuring the team&aposs adherence to company standards. Tasks will include managing client relationships, developing strategic plans, conducting market research, and leading the team to achieve set targets. Additionally, the Area Head will collaborate with other departments to optimize service delivery and enhance client satisfaction.

Qualifications

• Experience in Wealth Management, Estate Planning, and Lending Solutions
• Ability to develop and implement strategic plans
• Strong client relationship management skills
• Proficiency in conducting market research and analysis
• Leadership and team management skills
• Excellent communication and interpersonal skills
• Deep understanding of family office solutions
• Bachelor&aposs degree in Finance, Business Administration, or related field; Master&aposs degree preferred
• Experience of over 12 years plus in the financial services industry is a

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Skills Required

Estate planning, Wealth Management, lending solutions , Client Relationship Management, Market Research And Analysis