Regional Head - Wealth Management
Break into bfsi · Bengaluru · onsite · Posted 84d ago
About a minute. You'll make an account on the way through.
About this role
A multi-family office is hiring a Regional Head for South India with full P&L accountability.
Key responsibilities:
- Own and deliver South India revenue and AUM targets with full P&L accountability
- Define and execute the regional go-to-market strategy across Tier 1 and Tier 2 cities in Tamil Nadu, Karnataka, Andhra Pradesh, Telangana and Kerala
- Build brand presence through industry networks, community engagement and thought leadership
- Drive expansion into Tier 2 markets
- Recruit, mentor and lead a team of Client Partners across South India
- Personally prospect and onboard UHNI families including industrialists, promoters, senior professionals and first-generation wealth creators
- Cross-sell the full advisory suite covering financial advisory, tax, legal, succession, philanthropy and lifestyle management
- Act as escalation point and senior relationship custodian for complex client situations
Target backgrounds:
- Regional or Zonal Banking Head from private bank wealth or private banking
- Senior Private Banker or Cluster Head with a UHNI book
- Senior Wealth or Distribution Leader with regional P&L
- NBFC or financial services Regional Head with business family relationships across South India.
Sourced from iimjobs