Senior Wealth Manager/Private Banker

Role Overview:

We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring diversified asset allocation beyond branch-sourced business.

Key Responsibilities:

- Manage and deepen relationships with HNI or UHNI clients, delivering sophisticated wealth advisory and investment solutions.

- Drive and own AUM growth with clear bifurcation across Mutual Funds, AIFs, PMS, FDs, Bonds, Insurance, and Structured Products.

- Lead, mentor, and develop a regional team of Wealth Managers/RMs to enhance productivity, acquisition, and strategic planning.

- Ensure compliant advisory standards and deliver superior client engagement and experience.

- Acquire new high-value clients through strategic networking, referrals, and market mapping.

- Conduct regular portfolio reviews and rebalance allocations aligned to client goals and market movements.

- Achieve region-wise revenue, AUM growth, and retention targets through cross-selling and wallet share optimization.

Requirements:

- 15-22 years of experience in wealth management/private banking, handling HNI or UHNI portfolios.

- Extensive experience managing large AUM across MF, AIF, PMS, FDs, and other investment categories.

- Proven regional leadership experience; team management exposure preferred.

- Strong expertise in capital markets, portfolio construction, and investment strategy.

- Exceptional leadership, communication, and relationship management skills.