Regional Head - Private Wealth Management - HNI/UHNI

Job Title: Regional Manager Private Wealth Management

Location: Delhi

Department: Private Wealth Management

Reports To: Zonal Head / Head Wealth Management

Experience Required: 815 years

Industry: Banking / Financial Services / Investment Management

Job Summary:

We are looking for an experienced and driven Regional Manager Private Wealth to lead and grow our wealth management business in the assigned region. The role involves managing a team of Relationship Managers, acquiring HNI/UHNI clients, and driving portfolio growth through tailored investment solutions.

Key Responsibilities:

Leadership & Strategy

- Lead the private wealth business in the region, driving client acquisition and portfolio growth.

- Develop and execute regional business strategies; monitor P&L and revenue targets.

Client & Business Development

- Support HNI/UHNI client acquisition and relationship management.

- Ensure high client satisfaction and drive cross-selling of wealth products.

Team Management

- Hire, train, and manage a team of Wealth/Relationship Managers.

- Conduct performance reviews and coach the team for sales and service excellence.

Product & Compliance

- Ensure adherence to compliance and regulatory standards.

- Stay updated on financial products (MFs, PMS, AIFs, Bonds) and deliver suitable solutions in coordination with the product team.

Key Skills & Qualifications:

- 815 years of experience in Wealth Management, Private Banking, or Investment Advisory.

- Strong understanding of HNI/UHNI client needs and investment strategies.

- Excellent leadership, interpersonal, and communication skills.

- Proven track record in revenue generation, client acquisition, and team management.