Business Head - Wealth Management (NRI)
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Key skills for this role
About the Role
Define and execute NRI business strategy, manage high net worth relationships, drive revenue growth, and ensure compliance in wealth management solutions.
Key Skills for This Role
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Overview
- 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.
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