Head - Private Client Group

FORWARD

The Head – Private Client Group will lead the scaling of the PCG business, focusing on AUM growth and client retention among HNI/UHNI clients.

Last checked on September 27, 2026. We may earn a commission when you click through.

✓ Opportunity to lead a high-impact team. ✓ Strong focus on growth and client engagement. ✓ Strategic role in a growing financial sector.

Head - Private Client Group

FORWARD

Updated 2 hours ago

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Mumbai

This position is ideal for seasoned professionals with extensive experience in wealth management. However, the high-pressure environment may not suit everyone, particularly those who prefer a more balanced work-life dynamic.

About this role

The Head – Private Client Group will lead the scaling of the PCG business, focusing on AUM growth and client retention among HNI/UHNI clients.

About the Company

FORWARD is focused on providing tailored financial solutions to high-net-worth individuals.

Key Highlights

✓ Lead and manage the Private Client Group business.
✓ Focus on driving AUM growth and revenue generation.
✓ Enhance client acquisition and retention strategies.

💡 Honest Take: This role demands a strong network and deep understanding of the HNI/UHNI market. Be prepared for high expectations with significant pressure to deliver results. The leadership position may not offer much room for error, as the focus is heavily on client satisfaction and revenue metrics.

Pros

✓ Opportunity to lead a high-impact team.
✓ Strong focus on growth and client engagement.
✓ Strategic role in a growing financial sector.

Cons

✗ High expectations and pressure to perform.
✗ Limited work-life balance due to demands.
✗ Potentially challenging client management.

Best For: Individuals with a strong background in finance and client management, especially those experienced with high-net-worth clients.

Watch Out: The role requires a proven track record in client retention and revenue growth, which may be a hurdle for those new to the sector.

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Expert Review

This leadership role at FORWARD is crucial for anyone looking to make an impact in the private banking sector. Managing a team focused on high-net-worth individuals means that expectations are sky-high. Client satisfaction and retention are non-negotiable, so be ready to leverage your network effectively.

The position demands not just leadership but also a strategic vision for growth. With the focus on AUM, you’ll need to have a solid plan and the drive to execute it efficiently. Your ability to adapt to market changes will be key in maintaining the competitive edge.

While the rewards can be substantial, be mindful that the pressure can be intense. Longer hours and high stakes mean that work-life balance might take a back seat. Many in this role find it rewarding, but it’s not for everyone.

If you thrive under pressure and enjoy the challenge of building client relationships, this could be a great fit.