Cluster Head

Hiring Alert | Cluster Head - Private Wealth

Location: Mumbai, India | Experience: 10-15 Years

We are looking for an accomplished Cluster Head to lead a high-performing Private Wealth Team, drive regional growth, and build long-term relationships with UHNI and HNI clients.

This is a strategic leadership opportunity for professionals with a strong track record in Private Banking, Wealth Management, Investment Advisory, and Team Leadership. The role demands a business-driven leader who can accelerate AUM growth, strengthen client engagement, and mentor relationship management teams to deliver exceptional client experiences.

Key Responsibilities

• Drive cluster-level AUM growth, revenue, and profitability through strategic client acquisition and relationship expansion

• Lead and mentor Relationship Managers to deliver outstanding client service and portfolio performance

• Build long-term relationships with HNI and Ultra HNI clients while ensuring superior wealth advisory solutions

• Develop strategic portfolio management initiatives aligned with client's financial goals

• Identify cross-selling opportunities across investment and financial products to maximize wallet share

• Monitor business performance, team productivity, and revenue targets while driving operational excellence

• Collaborate with internal stakeholders to strengthen client engagement and business growth initiatives

Required Skills & Experience

• 10-15 years of experience in Private Banking, Private Wealth, Investment Advisory, or Financial Services, including 3-5 years in a leadership role

• Strong expertise in financial products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, Equity, and Portfolio Advisory

• Proven experience managing high-performing sales or wealth management teams with consistent revenue and AUM growth

• Excellent leadership, stakeholder management, business development, and client relationship management skills

• Strong commercial acumen with the ability to drive business growth in a competitive market

Ideal Background

Professionals from Private Wealth, Private Banking, HNI/UHNI, Investment Advisory, Broking, Capital Markets, Asset Management, Family Offices, or Financial Services with a successful track record of leading teams and managing HNI/UHNI client portfolios are highly encouraged to apply.