X

Regional Head - Wealth Management (HNI)

icon building Company : Xpertreach
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

Click to reveal the number of candidates who applied for this job.
icon loader
Apply Now
icon loader Apply Now

Let AI Supercharge Your Job Hunt!

JobCopilot scans 500,000+ company career sites daily to find jobs for you

Never miss an opportunity Save hours by auto-filling applications forms Land more interviews with tailored applications
happy man
thunder iconActivate JobCopilot

Job Description - Regional Head - Wealth Management (HNI)

Job Summary:

We are seeking a dynamic and results -driven professional to join our client, a leading firm in wealth management, as a Regional Head. The ideal candidate will be responsible for driving the region's overall business performance, managing a team of wealth managers, and building robust relationships with HNI clients. The role requires strategic planning, business development, and ensuring seamless service delivery to achieve organizational objectives.

Key Responsibilities:

Strategic Business Development:

  • Develop and implement regional business strategies to achieve revenue and profitability targets.
  • Identify growth opportunities, market trends, and client needs to expand the client base.
  • Collaborate with senior management to align regional goals with organizational objectives.

Client Acquisition & Relationship Management:

  • Oversee the acquisition of HNI/UHNI clients and ensure consistent delivery of exceptional client service.
  • Build and nurture long -term relationships with key clients to maximize wallet share.
  • Conduct periodic reviews with clients to understand their financial goals and offer tailored solutions.

Team Leadership & Management:

  • Lead, mentor, and manage a team of wealth managers to drive performance excellence.
  • Set performance benchmarks, monitor progress, and provide feedback for continuous improvement.
  • Foster a culture of collaboration, accountability, and client -centricity within the team.

Product & Portfolio Advisory:

  • Ensure the team provides clients with a comprehensive suite of wealth management products, including mutual funds, PMS, AIF, insurance, and structured products.
  • Monitor client portfolios and ensure optimal asset allocation based on risk profiles and financial objectives.
  • Collaborate with product teams to design and implement innovative solutions for clients.

Compliance & Risk Management:

  • Ensure adherence to regulatory guidelines, internal policies, and ethical practices in all operations.
  • Monitor client transactions and ensure proper documentation to mitigate risks.
  • Stay updated on compliance requirements and provide training to the team.


Requirements

Key Skills & Competencies:

  • Proven track record in wealth management, with deep expertise in HNI/UHNI client acquisition and retention.
  • Strong leadership and team management skills with the ability to motivate and drive a high -performance team.
  • In -depth knowledge of financial products, portfolio management, and investment strategies.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to adapt to market dynamics and align strategies to achieve business objectives.

Educational Qualifications:

  • Graduate/Postgraduate in Finance, Business Administration, or related fields.


Original job Regional Head - Wealth Management (HNI) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
Apply Now
Share Job
Share Job

Auto-Apply to Regional Head Jobs with your AI JobCopilot

thunder icon Auto-Apply with AI

Similar Regional Head Jobs in India

GrabJobs is the no1 job portal in India, connecting you to thousands of jobs fast! Find the best jobs in India, apply in 1 click and get a job today!

Mobile Apps

Copyright © 2026 Grabjobs Pte.Ltd. All Rights Reserved.