Business Head - Wealth Management (NRI)
Skills
About This Role
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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