Associate Director – Private Wealth – Bank

We are scouting for a sophisticated advisor to manage and expand a premier portfolio of high-net-worth relationships. You will orchestrate bespoke wealth strategies, integrating investment management, estate planning, and philanthropic goals into a cohesive financial roadmap. This role requires a refined approach to client acquisition, transforming exclusive prospects into enduring institutional partners through trust and performance.

Your mission involves navigating complex global markets to deliver tailored asset allocation advice that safeguards and grows generational capital. By collaborating with product specialists, you will provide access to private equity, structured notes, and alternative investments that outperform standard benchmarks. We need a proactive leader who can anticipate shifts in the economic landscape to pivot client strategies with agility and foresight.

Success demands the ability to act as a primary brand ambassador within elite circles, upholding the highest standards of confidentiality and service excellence. You will drive revenue growth by identifying cross-selling opportunities across the bank’s wider ecosystem, from corporate lending to retail services. We seek an influential communicator who combines deep technical mastery with the emotional intelligence to navigate intricate family dynamics.

Requirements:

• Expert track record in managing substantial AUM for HNW or UHNW individuals.

• Deep knowledge of global investment products, fiduciary structures, and tax planning.

• Mastery in networking and high-ticket business development within the private banking sector.

More information

Job Location : Chennai, Tamil Nadu, India
Country: India
City : Chennai
Job Types : Full Time
Salary : 45000-75000 INR

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