Wealth Head - Financial Advisory & Wealth Management Firm

About Our Client:

Our client is a renowned financial advisory and wealth management firm dedicated to guiding clients towards financial freedom. They empower individuals and families to achieve their unique financial goals through personalized strategies and exceptional service.

Are you:

- A seasoned leader with a passion for building lasting relationships with high-net-worth clients?

- An expert in navigating the financial markets and crafting bespoke wealth management solutions?

- A dynamic leader who thrives on exceeding expectations and driving team success?

- If so, this is your opportunity to take center stage as our Wealth Head!

In this role, you will:

- Lead and inspire: Spearhead a team of talented Relationship Managers/Sr. Relationship Managers, fostering a culture of collaboration and high performance.

- Drive growth: Set ambitious sales targets for your team and motivate them to consistently exceed client expectations and revenue goals.

- Build lasting relationships: Develop and nurture relationships with affluent clients, understanding their aspirations and tailoring personalized wealth management plans.

- Become a trusted advisor: Leverage your market expertise to provide insightful investment guidance and ensure clients receive and implement the right advice.

- Champion profitability: Manage the P&L of your team, implementing strategies to optimize return on investment and achieve optimal profitability.

- Lead with excellence: Recruit, train, and develop your team, fostering a culture of continuous learning and minimizing attrition.

- Stay ahead of the curve: Continuously monitor market trends and adapt your strategies to ensure clients stay ahead of the curve.

- Ensure compliance: Uphold the highest standards of ethical conduct and compliance in financial planning, asset allocation, and product sales.

Qualifications:

- 12-15 years of proven experience in the financial industry, preferably within wealth management or related field.

- Strong track record of exceeding sales targets and building profitable teams.

- Deep understanding of financial markets, investment strategies, and wealth management products.

- Demonstrated success in managing high-net-worth client relationships.

- Excellent communication, interpersonal, and leadership skills.

- MBA/PGDM in Finance and relevant professional certifications (CFP, NISM, IRDA) are highly preferred.