A Regional Head of Corporate Solutions & Wealth Management develops and executes regional strategies to grow the business, focusing on both corporate clients and high-net-worth individuals. Key responsibilities include leading and mentoring a sales team, managing client relationships (including C-suite executives), overseeing the performance of a product suite that includes investment products and insurance, and ensuring regulatory compliance and profitability for the region.

Key Responsibilities

Strategic Leadership: Develop and implement regional strategies to achieve business objectives, drive revenue growth, and expand the corporate and wealth management client base.
Team Management: Lead, mentor, and manage a sales and wealth management team, setting performance goals, monitoring performance, and fostering a results-driven culture.
Corporate Solutions:
Build and manage the institutional book of business by offering suitable product suites to corporate clients.
Cultivate and strengthen relationships with key decision-makers like CFOs and Treasury Heads.
Ensure seamless payroll processing and address service issues for corporate clients.
Wealth Management:
Acquire and manage high-net-worth (HNI) and ultra-high-net-worth (UHNI) clients.
Oversee the development and execution of financial plans for clients.
Ensure high-quality service delivery and client satisfaction.
Product & Operations:
Oversee the performance of a broad range of products including mutual funds, PMS, equity, bonds, and insurance.
Conduct training for the team and partners on all available products.
Ensure all business activities comply with regulatory guidelines and internal risk frameworks.
Financial Management: Manage the region's P&L, monitor financial performance, and manage budgets.

Qualifications

Bachelor's or Master's degree, typically in Business, Management, or a related field.
Proven track record in a senior leadership role, with significant experience in wealth management and/or corporate solutions.
Strong leadership, team management, and communication skills.
Expertise in financial planning, investment products, and regulatory compliance.
Strategic thinker with strong analytical and problem-solving abilities.

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