Cluster Head - Wealth Management (10-20 yrs)

We have an excellent job opening for the position of Cluster Head,Wealth Manager with one of the well known Financial Company for Mumbai.

Job Summary:

We are seeking an experienced and results-driven Cluster Head to lead a team of wealth management professionals in managing high net worth individuals and families. The successful candidate will be responsible for driving business growth, delivering exceptional client experiences, and building strong relationships with internal stakeholders.

Key Responsibilities:

Leadership and Management:

- Lead a team of wealth management professionals to achieve business goals and objectives.

- Provide guidance, support, and coaching to team members to enhance their skills and performance.

- Foster a culture of excellence, innovation, and teamwork.

Business Development:

- Identify and pursue business opportunities to drive growth in new and existing markets.

- Develop and execute strategies to attract and retain high net worth clients.

- Collaborate with cross-functional teams to develop and implement business plans and initiatives.

Client Relationship Management:

- Build and maintain strong relationships with high net worth clients to understand their needs and objectives.

- Deliver exceptional client experiences through proactive communication, timely solutions, and personalized services.

- Identify and capitalize on cross-selling opportunities to deepen client relationships and increase revenue.

Risk Management and Compliance:

- Ensure that all business activities are conducted in accordance with regulatory requirements and company policies.

- Identify and mitigate potential risks to maintain the integrity and reputation of the firm.

- Collaborate with compliance and risk management teams to ensure adherence to regulatory requirements.

Performance Management:

- Analyze business performance to identify opportunities for improvement and growth.

- Develop and implement strategies to enhance revenue, profitability, and client satisfaction.

- Monitor and report on Key Performance Indicators (KPIs) to track business progress and identify areas for improvement.

Requirements:

Education:

- Bachelor's degree in business, finance, economics, or a related field.

- Professional certifications (e.g., CFA, CAIA, or CFP) or advanced degrees (e.g., MBA or MS) preferred.'=

Experience:

- Minimum 8-10 years of experience in wealth management, with a proven track record of business growth and leadership.

- Significant experience in managing high net worth clients, with a strong understanding of their needs and objectives.

Skills:

- Strong leadership and management skills, with the ability to inspire and motivate teams.

- Excellent communication, interpersonal, and relationship-building skills.

- Proficient in financial planning, wealth management, and investment products.

- Strong analytical, problem-solving, and decision-making skills.