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Private Client Advisory Director (Karnataka)

Company

Wealth Management firm

Location

Bengaluru, India

Type

Full-time

Our Client, a leading Private Wealth Management firm is hiring for the role of State Head- Bangalore (Karnataka)- Private Wealth


Role Overview


Playing Captain Role

  • The leader will manage an individual business target along with leading a team (Team is already hired)
  • Compensation structure includes an Incentive Module.


Non-Playing Captain Role

  • The leader will focus on driving overall team performance and business growth.
  • Compensation structure includes a Bonus Module.


Key Responsibilities

  • Build and nurture relationships with HNI, UHNI clients, Family Offices, and Corporates.
  • Advise clients on investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).
  • Deliver customized ...

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