Description

• Great culture
• An opportunity to build out your own team

About Our Client

The client is a specialist wealth and asset management platform serving high-net-worth and ultra-high-net-worth individuals. The organisation provides tailored investment, advisory and structuring solutions, with a strong emphasis on relationship-led service, long-term capital preservation and cross-border wealth needs.

Job Description

The following the responsibilities of the role

• Define and execute the overall business strategy for the NRI segment, aligned with the organisation's broader wealth management objectives.
• Build, lead and scale a high-performing NRI-focused relationship management and advisory team.
• Develop and manage relationships with high-net-worth and ultra-high-net-worth NRI clients, acting as a senior point of contact for key relationships.
• Drive asset gathering, revenue growth and profitability across investment, advisory and lending solutions relevant to NRI clients.
• Oversee client acquisition strategies across priority geographies, referral networks and strategic partnerships.
• Ensure delivery of holistic wealth solutions, including investments, portfolio advisory, estate and succession planning, and cross-border structuring.
• Work closely with investment, product, legal and compliance teams to ensure solutions are aligned with regulatory requirements across jurisdictions.
• Monitor market trends, client needs and competitive dynamics within the NRI wealth management space.
• Maintain strong governance, risk management and conduct standards across all client and business activities.
• Represent the organisation at industry events, client forums and strategic engagements relevant to the NRI segment.

The Successful Applicant

The ideal candidate has the following:

• 15+ years' experience in private banking or wealth management, with a significant focus on NRI clientele.
• Bachelor's degree in Finance, Economics, Business or a related discipline; postgraduate qualification or professional certifications preferred.
• Proven track record of building and scaling NRI-focused wealth management businesses.
• Deep understanding of NRI client needs, including cross-border investments, structuring, taxation considerations and succession planning.
• Strong leadership experience managing senior relationship managers and advisory teams.
• Demonstrated ability to drive revenue growth, client acquisition and long-term client retention.
• Excellent relationship management and communication skills, with credibility at UHNW client level.
• Strong commercial judgement, governance mindset and commitment to ethical client outcomes.

What's on Offer

• Great culture and an opportunity to build your own team and division

Contact
Gitika Aggarwal

Quote job ref
JN-102025-6861858