Senior Vice President of Wealth Management

17 hours ago

Bengaluru, India Banking and NBFC job Full time

Job Title

Senior Vice President – Wealth Management

Location

Bangalore

CTC: Up to 65 LPA

About the Role

The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team management), requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.

Key Responsibilities

Client Acquisition & Relationship Management

- Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
- Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
- Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.

Wealth Advisory & Solutions

- Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
- Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance.
- Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities.

Business Growth & Revenue Generation

- Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion.
- Drive cross-sell and up-sell opportunities across the NBFC’s wealth management and third-party product suite.
- Leverage existing relationships to grow client base through referrals and networking.

Compliance & Risk Management

- Ensure strict adherence to SEBI, RBI, and IRDAI regulations.
- Maintain transparent, ethical, and client-centric practices.
- Minimize operational and investment risks by adhering to company policies and compliance standards.

Desired Candidate Profile

- Post Graduate/MBA/CA/CFA preferred.
- 12–18 years of experience in Wealth Management/Private Banking with a reputed Bank, NBFC, or Wealth Advisory firm.
- Proven individual contributor track record of managing HNI/UHNI client portfolios.
- Strong understanding of capital markets, investment products, and wealth planning solutions.
- Established network of HNI/UHNI clients in Bangalore and surrounding regions.
- Excellent communication, relationship-building, and advisory skills.
- High integrity with a client-first mindset.

Key Skills Required

- HNI/UHNI Client Acquisition & Retention
- Investment & Wealth Advisory Expertise
- Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products)
- Business Development & Revenue Orientation
- Compliance & Risk Awareness

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