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Zonal Head Private Wealth
Functional Area
Wealth
Experience
17-20 years
Openings
1
Location
Pune
Date of Posting
22/09/26
Closing Date
30/10/26
Key Requirement
Wealth Management
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Job Summary
Zonal Head Private Wealth

Job Role and Responsibilities

Manage and expand relationships with HNW/UHNW clients, ensuring satisfaction and retention.

Lead, mentor, and manage a team of wealth advisors, driving performance and revenue growth.

Monitor financial performance, ensure regulatory compliance, and achieve sales targets.

Stay updated on market trends and investment opportunities relevant to private wealth clients.

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