Founder at Suche Consultants
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Team Head - Wealth Management - HNI/UHNI Segment - Banking (10-25 yrs)
TEAM HEAD WEALTH MANAGEMENT
Location : Bangalore
- Lead a team of Private Wealth RMs into the acquisition and Financial Portfolio review of HNI/UHNI Clients with Average Relation Value of $ 1 Million and above
- Ideal Candidate must have Self Client Base and active AUM
- The ideal candidate can come along a team of RM
- Understand in detail clients investment needs & create a long term Asset Allocation plan.
- Acquire and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity, Mutual Funds.
- Advice clients with the assistance of in-house experts on their business needs related to Corporate Finance, M & A, and Private Equity.
- Handle the clients investment portfolio; the core thrust is on asset allocation and managing complete family wealth.
- Focus on revenue both personal and team targets and team profitability
- New Client development and acquisition
- Periodic review of target v/s actual achievement RM wise - Working closely with other team leaders to increase cross-sale within different geographies and within WAs to improve overall revenues.
- Developing Business through multiple products
- Differentiating our offerings in the market place by increasing self-knowledge to improve client impact.
- Deepening existing relationships and gaining more referrals - Developing new product ideas to improve revenue generation
- Employee Development
- Knowledge Building
- Motivating Team