Leadership - Wealth Management
3 weeks ago
🌟 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 is a confidential mandate , designed for an accomplished professional with a strong track record in building and scaling high-performing wealth management teams. Key Responsibilities Lead and oversee regional/business vertical performance across Wealth Management. Drive AUM growth, client acquisition strategy, and overall business profitability. Manage a high-performing team of Wealth/Private Bankers and Relationship Leaders. Strengthen client engagement and enhance coverage for HNI/UHNI segment. Collaborate with senior leadership to implement strategic initiatives and new business opportunities. Ensure compliance, governance, and operational excellence across all functions. Ideal Candidate Profile 12–20+ years of experience in Wealth Management, Private Banking, or related leadership roles. Proven expertise in handling large teams, driving business outcomes, and managing significant AUM/book size. Strong network and understanding of HNI/UHNI segments and investment advisory. Strategic thinker with excellent leadership, communication, and stakeholder management skills. Ability to drive transformation and lead teams in a fast-growing environment. Interested candidates can apply directly to this posting or contact me via call/WhatsApp at 9653267347. Why This Opportunity? Work with one of the country’s top wealth platforms. Leadership role with high visibility and impact. Attractive compensation and growth potential. Opportunity to shape business strategy in a rapidly expanding wealth ecosystem.
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Leadership Development Coach- LMI
4 days ago
bangalore, India Leadership Management International, Inc. Full timeThe " Senior Leadership Development Coach " is an entrepreneurial opportunity in Pune area, India; it is a self-employed entrepreneurial opportunity, not a hired job with a fixed salary. Position also open in all Metros and SAARC countries. Company Description LMI India represents LMI in the SAARC Region and is a global organization specializing in...
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Team Lead
3 weeks ago
Bangalore Division, India Dezerv Full timeDezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...
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Wealth Manager
4 weeks ago
bangalore, India fydaa Full timePosition : Wealth Manager Location : Multiple Location (Remote) Employment Type : Full – Time About the Job Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our...
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Wealth Manager
2 weeks ago
bangalore, India Stockify Fintech Full timeLocations: Mumbai, Bangalore, Delhi Experience: 3–5 yearsIndustry: Wealth ManagementCompany: Stockify FintechAbout the RoleStockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments.You’ll advise clients, identify new...
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Wealth Manager
2 weeks ago
bangalore, India Stockify Fintech Full timeLocations: Mumbai, Bangalore, Delhi Experience: 3–5 years Industry: Wealth Management Company: Stockify FintechAbout the Role Stockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll advise clients, identify new...
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Wealth Manager
2 days ago
bangalore, India equentis Full timeLocation: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with...
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Vice President – Wealth
3 weeks ago
bangalore, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...