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Engaged Employer

The Edge Partnership

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2.8

based on 12 Reviews

24 The Edge Partnership Jobs

Practise Head Private Wealth Management

Edge Partnership

2.8

based on 12 Reviews

8-13 years

Mumbai

1 vacancy

Practise Head Private Wealth Management

The Edge Partnership

posted 30d ago

Job Role Insights

Fixed timing

Key skills for the job

Customer Service Investment Banking Legal Advisory Equity Research Wealth Management Portfolio Management

+ 2 more

Job Description

One of our Indian Trading firms introducing a premium advisory platform designed to meet the unique needs of UHNI s and Family office, (PMS, Equity Portfolios, AIFs, a suite of third-party products).

An exciting senior leadership role to become part of the founding team and growth plan for the firm.

Please contact Anita Shah or email your cv directly in word format with job reference number Job ID: 14265 to

Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful.

Key responsibilities

Client Portfolio Management: Oversee existing portfolios and onboard new HNI/UHNI clients.

Business Development: Identify, prospect, and engage with HNI/UHNI clients and Family Offices, driving sales across PMS, AIF, MF, equity, and alternative investments.

Sales Strategy Implementation: Develop and execute strategies to enhance client relationships and grow wallet share.

Client Advisory: Utilize financial expertise to align client needs with investment goals, ensuring superior service and client satisfaction.

Compliance: Adhere to KYC, SEBI rules, regulations, and industry legislation while maintaining detailed customer profiles.

Research Utilization: Leverage robust research capabilities to identify opportunities for clients and enhance advisory solutions.

Team Leadership: Build and mentor a team of entrepreneurial Wealth Advisors, participate in product committee discussions, and explore business growth channels like B2B referrals.

Role requirements

Minimum 8 years private banking experience across leading Private Banks, AMCs & other wealth platforms.

Ability to manage relationships, wealth advisory & increase the investment book for new & existing Clients.

Aptitude towards delivering high quality customer service with good organizational and interpersonal skills. Decision making skills with strong sense of ownership and ability to work under pressure.