Upload Button Icon Add office photos
filter salaries All Filters

86 Hireex Consultants Jobs

Managing Partner/Director/Zonal Head/Team Lead - Private Wealth Management (15-25 yrs)

15-25 years

Managing Partner/Director/Zonal Head/Team Lead - Private Wealth Management (15-25 yrs)

Hireex Consultants

posted 18hr ago

Job Role Insights

Job Description

Job Description: Managing Partner / Zonal Head of Private Wealth Management

Company Overview:

Position Summary:

The Managing Partner/Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development. A key responsibility will be assisting existing HNI relationships in diversifying their portfolios across different asset classes. Additionally, the Head of Wealth Management will be responsible for establishing the wealth management business, including hiring and training a team of wealth managers.

Key Responsibilities:

1. Business Establishment:

- Lead the establishment of the wealth management division from the ground up.

- Develop and implement strategies to launch and grow the wealth management business.

- Hire and train a team of wealth managers to deliver high-quality financial advisory services.

2. Team Management:

- Build and lead a team of Team Leads and Relationship Managers (RMs).

- Develop and manage the relationship database, driving the generation of fresh leads through referrals to expand the client base.

- Conduct regular feedback and review sessions with the team to enhance business volume and new client acquisition.

3. Coaching and Mentoring:

- Coach and mentor the sales team, guiding them to achieve sales targets and professional growth.

- Collaborate with RMs to close sales calls when needed, ensuring high conversion rates.

4. Client Relationship Management:

- Develop and nurture long-term relationships with key and potential investors to secure repeat business.

- Leverage existing HNI connections to establish a strong foundation for the wealth management division.

- Assist existing HNI clients in diversifying their portfolios across different asset classes, providing personalized investment advice.

5. Business Development:

- Conceptualize and execute events, conferences, and product sessions for investors to enhance brand awareness and client engagement.

- Implement strategies to upgrade client net worth and achieve sales and revenue targets across the product mix.

6. Communication and Information Flow:

- Ensure timely and accurate flow of information within the team and with external stakeholders.

- Regularly monitor the team's external communication to maintain consistency and professionalism.


Functional Areas: Other

Read full job description

Compare Hireex Consultants with

Randstad

3.8
Compare

Team Lease

3.9
Compare

Innovsource Services

4.0
Compare

Evision Technoserve

4.8
Compare

Aarvi Encon

4.0
Compare

IMPACT Infotech

3.5
Compare

eTeam

3.2
Compare

First Advantage

3.8
Compare

CIEL HR

4.0
Compare

Teamware Solutions

4.2
Compare

Careernet

3.7
Compare

Kutumbh Care

3.9
Compare

Progressive Infovision

4.2
Compare

Experis IT

3.1
Compare

PeopleStrong

3.5
Compare

Talentpro

4.1
Compare

Pyramid IT Consulting

3.0
Compare

Virtual Employee

3.4
Compare

MITS GLOBAL CONSULTING

4.7
Compare

ABC Consultants

3.9
Compare

Similar Jobs for you

Private Banker at Emkay Global Financial Services Ltd

Mumbai, Navi Mumbai

8-15 Yrs

₹ 10-60 LPA

Market Head at Dimensions HRD Consultants

Bangalore / Bengaluru

15-25 Yrs

₹ 40-80 LPA

Private Banker at Trio Talent Search

Mumbai, Hyderabad / Secunderabad + 2

8-16 Yrs

₹ 25-50 LPA

Wealth Specialist at Skillventory

Mumbai, Hyderabad / Secunderabad + 1

5-15 Yrs

₹ 40-70 LPA

Vice President at Talengage

5-15 Yrs

₹ 15-50 LPA

Market Head at Dream Jobs Staffing Solution Pvt. Ltd

13-24 Yrs

₹ 30-80 LPA

Management at Talengage

5-20 Yrs

₹ 20-60 LPA

Chief Executive Officer at Vahura

15-25 Yrs

₹ 100-101 LPA

Head of Product at Hireex Consultants

12-15 Yrs

₹ 55-60 LPA

Management at Dimensions HRD Consultants

Mumbai, Bangalore / Bengaluru + 6

20-30 Yrs

₹ 45-101 LPA

HR Advisor - BFS (6-8 yrs)

6-8 Yrs

7d ago·via iimjobs.com

Content Writer (4-7 yrs)

4-7 Yrs

11d ago·via updazz.com

Fixed Income Dealer (10-15 yrs)

10-15 Yrs

12d ago·via iimjobs.com

Investment Associate (1-3 yrs)

1-3 Yrs

12d ago·via iimjobs.com

Product Head - Private Bank (12-15 yrs)

12-15 Yrs

13d ago·via iimjobs.com

Impact Manager - Private Equity (10-12 yrs)

10-12 Yrs

13d ago·via iimjobs.com

Associate - Equity Research Editor (2-10 yrs)

2-10 Yrs

13d ago·via iimjobs.com
write
Share an Interview