Chief Executive Officer - Wealth Management Firm

Strategic growth and market expansion:

- Develop and execute a strategic plan to expand the firm's reach in South India.

- Stay ahead of market trends and competitive dynamics to ensure the firm remains a top choice for clients in this region.

Client relationship management:

- Build and maintain trusted relationships, lead efforts to attract and onboard new clients, tailoring solutions to meet their unique needs and preferences.

Operational leadership:-

- Oversee day-to-day operations while ensuring alignment with the company's strategic vision and values.

- Collaborate with the founders to understand the organization's history, values and ongoing projects.

Investment and wealth strategy:

- Guide investment strategies in line with the client goals and the firm's objectives.

- Collaborate with financial advisors, investment managers and legal professionals to provide comprehensive wealth management services.

Ideal Candidate will have:

- 15+ years of experience in wealth management, investment banking, private banking or family office leadership.

Leadership: Hands-on leadership style with the ability to drive growth, manage complex relationships and lead diverse teams.

Relationship management: Exceptional relationship-building skills, with a history of working closely with founders, CEOs and UHNI clients.

Education: Advanced degree in finance, business or a related field preferred.

Entrepreneurial spirit: Self-starter with a proactive approach to opportunities and challenges.

Integrity, trust and discretion: High ethical standards and the ability to manage confidential information with the utmost discretion and trust