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.