Head of Wealth and Investment Management Operations
2 days ago
Job Description: Head of Wealth & Investment Management OperationsRole OverviewThe Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and regulatory compliance across all operational functions. This leader will partner closely with Product, Distribution, Risk, Technology, and Compliance teams to deliver a seamless, client-centric operating model.Key ResponsibilitiesLead and manage all Wealth & Investment Management Operations covering onboarding, investment operations, portfolio administration, settlements, reconciliations, corporate actions, client servicing, and middle-office functions.Define the operating model, process architecture, and service standards that support business growth and customer experience.Drive operational excellence using automation, workflow orchestration, and digital tools.Oversee operational risk management, ensuring strong controls, audit readiness, and adherence to regulatory requirements.Implement robust governance frameworks across KYC/AML, suitability, transaction monitoring, and investment compliance.Ensure high-quality client experience for HNI/UHNI investors through timely and accurate execution of investment and service requests.Drive capability building, succession planning, and a culture of ownership, governance, and continuous improvement.Required Qualifications & Experience20++ years of experience in Wealth Management, Private Banking, or Investment Management Operations.Strong understanding of financial products (MF, PMS, AIFs, Equities, Bonds, Derivatives, Structured Products, Insurance).Proven experience in operational risk, regulatory compliance, and governance.Track record of leading large teams and driving transformation.Deep knowledge of industry regulations (SEBI, RBI, AMFI, FATCA/CRS, KYC/AML).Expertise in workflow automation, STP, client lifecycle management, and investment operations platform
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Greater Bengaluru Area, IN client of mancer Full timeJob Description: Head of Wealth & Investment Management OperationsRole OverviewThe Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...
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Bengaluru, India client of mancer Full timeJob Description: Head of Wealth & Investment Management OperationsRole OverviewThe Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...
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Bengaluru, India client of mancer Full timeJob Description: Head of Wealth & Investment Management Operations Role Overview The Head of Wealth & Investment Management Operations will lead the end-to-end operations supporting Wealth, Private Banking, and Investment Management businesses. The role is accountable for operational strategy, service delivery, risk management, digital transformation, and...
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Leadership - Wealth Management
3 weeks ago
Greater Bengaluru Area, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
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Leadership - Wealth Management
3 weeks ago
Greater Bengaluru Area, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management Firm Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Leadership - Wealth Management
3 weeks ago
Greater Bengaluru Area, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟 Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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Wealth Manager
1 week ago
Greater Bengaluru Area, India Houze Of Jindal Full time ₹ 12,00,000 - ₹ 36,00,000 per yearRole DescriptionThis is a full-time Wealth Manager role based on-site in the Greater Bengaluru Area. The Wealth Manager will be responsible for providing personalized financial planning services, managing client investments, and assisting clients in achieving their financial goals. Responsibilities include analyzing financial data, identifying suitable...
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Leadership - Wealth Management
2 weeks ago
Bengaluru, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Head of Wealth Management
2 weeks ago
Greater Delhi Area, India Credence Group Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionCredence Group is a premier investment consulting and portfolio management group based in London, offering customized solutions to private clients and Board-level consultancy to SMEs worldwide. With expertise in international asset, wealth and investment management, as well as family office advisory, we now want to set up base in...
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Greater Delhi Area, India Banking and NBFC job Full timeUrgent Mandate for a well reputed NBFC for Delhi/NCR location. (Local candidates preferred) S/VP-Wealth Management (Individual role) Only candidates from Banks, NBFC Or Wealth Management companies, having wealth products (MF, AIF, PMS, etc) selling experience are welcome. CTC: Up to 45 LPA Its a pure sales role of wealth products hence Operation, research,...
