AVP Private Client Group

Role Overview

The AVP/DVP Private Client Group (PCG) will be responsible for leading and scaling Tipsons high-net-worth (HNI) and ultra-high-net-worth (UHNI) client business. The role will drive client acquisition, relationship management, revenue growth, team performance, and overall strategy for the PCG vertical.

This is a senior leadership role requiring strong market credibility, relationship depth, strategic thinking and execution excellence.

Strategic Leadership

Define and execute the overall PCG strategy in alignment with Tipsons Groups business objectives.

Build and scale the PCG business with a clear focus on sustainable revenue growth and profitability.

Identify new business opportunities, market segments and product strategies.

Client Acquisition & Relationship Management

Develop and nurture long-term relationships with HNI / UHNI clients, promoters, business families and family offices.

Personally manage key marquee relationships and act as a trusted advisor.

Drive client acquisition through referrals, networking, alliances and market presence.

Revenue & Business Growth

Own AUM, revenue, and profitability targets for the PCG vertical.

Ensure high wallet share and client engagement.

Team Building & People Leadership

Build, mentor and lead a high-performing team of relationship managers, dealers and support staff.

Set clear performance goals, conduct regular reviews and ensure capability building.

Create a strong performance culture with high ethical standards.

Product & Advisory Excellence

Work closely with research, product and investment teams to deliver high-quality advisory solutions.

Ensure suitability, compliance and best-in-class client experience.

Provide market insights and guidance to clients during different market cycles.

Governance & Compliance

Ensure all activities are in line with regulatory requirements, internal policies and compliance standards.

Uphold the highest standards of integrity, transparency and client trust.

Key Deliverables / KPIs

AUM growth (new + existing clients)

Revenue & profitability of PCG vertical

Client acquisition and retention metrics

Team productivity and performance

Client satisfaction and relationship depth

Desired Profile

Education

MBA / CA / CFA or equivalent from a reputed institute.

Experience

812+ years of experience in Wealth Management / Private Banking / Broking / PCG with at least 5+ years in a leadership role.

Proven track record of managing HNI/UHNI relationships and building high-performing teams.

Strong understanding of capital markets, products and investment advisory.