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Job details:
Our Client, a leading Private Wealth Management firm, is hiring for the Private Banking Leadership Roles- Private Wealth - (North)
About the Role
Playing Captain Role - The leader will manage an individual business target along with the Team Target. Compensation structure includes an Incentive Module.
Location: Delhi/ Gurgaon
Responsibilities
- Build and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.
- Advise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
- Deliver customized wealth solutions aligned to clients financial goals and risk appetite.
- Drive AUM growth, net sales, and market share expansion.
- Develop strategies for client acquisition, retention, and deeper wallet share.
- Mentor and drive high-performing wealth management teams.
Qualifications
- Professionals from Private Banking, Wealth Management, Investment Advisory, or Financial Services backgrounds.
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