Director - Private Banking & Wealth Management

Published date: 2024/01/10
  • Location: Mumbai, Maharashtra, India
Title - Director - US Wealth Management

Candidate Expectation and Roles & Responsibilities

Minimum 20+years of experience required in Wealth Management

Candidate will be responsible for Leading the Overall Service delivery for client across Brokerage , Advisory, Trust and Fiduciary Operations,

US Wealth management Operations, will deal with ultra-high net worth clients

Should be able to drive change, optimization, knows platforms, can drive productivity, efficiency, transformation automation

Should have led min 300+people's team

Should have experience with global process and stakeholders

Experience in managing Senior Stakeholders (Internal & External)

Certifications in US Wealth and investment management is preferrable
Company Name: Golden Opportunities

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