Tipsons Group
Website:
tipsons.com
Job details:
Role Overview
The AVP/DVP – Private Client Group (PCG) will be responsible for leading and scaling Tipsons’ high-net-worth (HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationship management, revenue growth, team performance, and overall strategy for the PCG vertical.
This is a senior leadership role requiring strong market credibility, relationship depth, strategic thinking and execution excellence.
Key Responsibilities
Strategic Leadership
- Define and execute the overall PCG strategy in alignment with Tipsons Group’s business objectives.
- Build and scale the PCG business with a clear focus on sustainable revenue growth and profitability.
- Identify new business opportunities, market segments and product strategies.
Client Acquisition & Relationship Management
- Develop and nurture long-term relationships with HNI / UHNI clients, promoters, business families and family offices.
- Personally manage key marquee relationships and act as a trusted advisor.
- Drive client acquisition through referrals, networking, alliances and market presence.
Revenue & Business Growth
- Own AUM, revenue, and profitability targets for the PCG vertical.
- Ensure high wallet share and client engagement.
Team Building & People Leadership
- Build, mentor and lead a high-performing team of relationship managers, dealers and support staff.
- Set clear performance goals, conduct regular reviews and ensure capability building.
- Create a strong performance culture with high ethical standards.
Product & Advisory Excellence
- Work closely with research, product and investment teams to deliver high-quality advisory solutions.
- Ensure suitability, compliance and best-in-class client experience.
- Provide market insights and guidance to clients during different market cycles.
Governance & Compliance
- Ensure all activities are in line with regulatory requirements, internal policies and compliance standards.
- Uphold the highest standards of integrity, transparency and client trust.
Key Deliverables / KPIs
- AUM growth (new + existing clients)
- Revenue & profitability of PCG vertical
- Client acquisition and retention metrics
- Team productivity and performance
- Client satisfaction and relationship depth
Desired Profile
Education
- MBA / CA / CFA or equivalent from a reputed institute.
Experience
- 12–18+ years of experience in Wealth Management / Private Banking / Broking / PCG with at least 5+ years in a leadership role.
- Proven track record of managing HNI/UHNI relationships and building high-performing teams.
- Strong understanding of capital markets, products and investment advisory.
Key Skills & Competencies
- Strong relationship management and networking skills
- Strategic thinking with execution capability
- Leadership presence and team-building ability
- Commercial acumen and result orientation
- High ethical standards and client-first mindset
- Excellent communication and stakeholder management
Why Join Tipsons
- Opportunity to build and scale a high-impact PCG business within a respected financial services group
- Entrepreneurial environment with strong leadership visibility
- Platform to work with marquee clients and diverse product offerings
Long-term growth and leadership opportunity
Click on Apply to know more.
