High-Net-Worth Client Advisory Director

Job description

Our Client, a leading Private Wealth Management firm is hiring for the role of Market Head- West- Private Wealth

Role Overview

Playing Captain Role

• The leader will manage an individual business target along with leading a team.
• Compensation structure includes an Incentive Module.

Non-Playing Captain Role

• The leader will focus on driving overall team performance and business growth.
• Compensation structure includes a Bonus Module.

Key Responsibilities

• Build and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.
• Advise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
• Deliver customized weal...