CEO Head of Wealth Management

2 days ago

Mumbai, India Vitasta Consulting Pvt Ltd Full time

Position Overview: We are seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. (Mutual Funds AIF PMS and Debt.) This role requires a strategic thinker with strong leadership skills and a proven track record of driving growth and innovation in wealth management. The candidate is expected to a gogetter who drives the vision of management and orchestrate the team to bring optimum outcome.

Key Responsibilities:

  1. Strategic Leadership
    • Develop and execute the overall strategic vision for the Wealth Management division.
    • Identify and capitalize on market opportunities to expand the divisions offerings and client base.
    • Foster a culture of innovation excellence and continuous improvement within the team.
    • Keeping looking for vertical and horizontal organic and inorganic growth to fast pace the organizations growth objectives.
  2. Business Development:
    • Drive business growth by developing and implementing effective sales and marketing strategies.
    • Build and maintain strong relationships with highnetworth clients institutional investors and key stakeholders.
    • Identify new business opportunities and strategic partnerships to enhance the divisions capabilities.
    • Bring relationship which adds value to the business which has strong foundation and cemented establishment over the years through professional and entrepreneurial journey.
  3. Operational Management:
    • Oversee the daytoday operations of the Wealth Management division ensuring high levels of efficiency and client satisfaction.
    • Implement best practices in portfolio management risk management and compliance.
    • Monitor and analyze market trends investment performance and regulatory changes to inform strategic decisions.
    • Discover Right set of products which are tailored to clients demand and keep iterating to bring innovative opportunities.
  4. Team Leadership and mentoring:
    • Lead mentor and develop a highperforming team of wealth management professionals.
    • Foster a collaborative and inclusive work environment that encourages professional growth and development.
    • Set clear performance expectations and provide regular feedback to drive individual and team success.
  5. Client Relationship Management:
    • Ensure exceptional client service by developing and implementing clientcentric strategies and processes.
    • Conduct regular client reviews and meetings to assess their financial goals and investment performance.
    • Address client concerns and inquiries in a timely and professional manner.

Qualifications:

  • Proven experience (typically 15 years) in a senior leadership role within the wealth management industry.
  • Indepth knowledge of Mutual Funds AIF PMS and Debt products Insurance and structured product services.
  • Strong understanding of financial markets investment strategies and regulatory requirements.
  • Demonstrated ability to develop and execute strategic business plans.
  • Excellent leadership communication and interpersonal skills.
  • Strong analytical and problemsolving abilities.
  • MBA CFA or other relevant advanced degrees or certifications preferred.
  • Should have managed client relationships/business AUA of at least 10000 crores or more

Personal Attributes:

  • Visionary leader with an entrepreneurial spirit strategic mindset and a passion for innovation.
  • Clientfocused with a commitment to delivering exceptional service.
  • Resultsoriented with a proven track record of achieving business growth.
  • Collaborative and inclusive with the ability to inspire and motivate teams.
  • High ethical standards and integrity.

Leadership,Busines Development,Operational Management,Team Leadership and Mentoring,Relationship Managment

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