Vice President of Wealth Management

9 hours ago

Greater Kailash, India Banking and NBFC job Full time

Very Urgent Mandate:Hiring: Vice President – Wealth Management | Delhi/NCRIts a sales/business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background candidates please do not apply here.CTC: Up to 60 LPACompany: Well reputed Private Wealth Management CompanyLocation: Delhi/NCR Experience Required: 10–15 years | HNI/UHNI Wealth AdvisoryAbout the Role:We are looking for an experienced Wealth Management professional to lead client acquisition, relationship management, and portfolio advisory for our HNI/UHNI clientele. The Vice President will drive AUM growth, deliver holistic financial solutions, and ensure a superior client experience.Key Responsibilities:Acquire, manage, and grow HNI/UHNI client relationshipsProvide investment advisory across PMS, AIFs, mutual funds, structured products, insurance, etc.Achieve AUM, revenue, and client onboarding targetsConduct regular portfolio reviews and financial planning discussionsEnsure adherence to compliance and regulatory requirementsWhat We’re Looking For:10–15+ years of experience in wealth management / private bankingStrong network of HNI/UHNI clientsDeep product and market knowledgeExcellent communication, relationship management, and advisory skillsQualification:MBA (Finance) / CA / relevant post-graduate degree

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