President/Team Leader - Wealth Management Business

Business: Wealth Management

Role: President / Team Leader - Wealth Management Business

Experience: 12+ years

Location: Mumbai, Kolkata, Ahmedabad

About the Company:

A leading AMC company and diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, the organization has built a strong track record of delivering value-driven solutions to clients across multiple sectors. The firm is committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role:

As a Wealth Relationship Manager, we are seeking a highly skilled and client-focused professional from the Private Wealth industry with 10+ years of experience. The role's primary objective is to manage and grow relationships with high-net-worth and ultra-high-net-worth clients by offering tailored investment solutions across financial products. You will be responsible for understanding clients' financial goals, designing customized portfolios, and ensuring superior client servicing.

Key Responsibilities

- Identify, prospect, and acquire new client relationships.

- Drive overall new AUM growth.

- Manage individual revenue targets.

- Advise clients on portfolio construction.

- Prepare and interpret client-specific reports.

- Monitor and rebalance portfolios.

- Provide research insights.

- Support existing clients.

- Customize investment solutions.

- Increase share of wallet.

- Maintain strong knowledge of financial products.

Education & Certifications:

- Post Graduate with MBA / Professional Certification

- Strong knowledge of financial products & capital markets is essential