Team Leader – Senior Wealth Manager

Job Description

Posted 1 week ago

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About Scripbox Wealth Managers

At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

As we scale our reach across India, were looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Job Description

Team Leader Senior Wealth Manager

Location: Multiple cities across India

Reports to: Head of Client Relationships

Experience: minimum 1012 years in wealth management or high-touch client advisory

About Scripbox Wealth Managers

At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust.

As we scale our reach across India, were looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale.

Role Overview

As a Team Leader, you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. Youll combine personal client advisory with business & people leadership - mentoring your team, enforcing Scripboxs client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service.

Key Responsibilities

Client Leadership

- Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions.
- Act as a senior advisor and escalation point within the team for complex client needs.
- Collaborate with the investment and research teams to deliver optimal client outcomes.

Business leadership

- Drive growth of your team as a business unit.
- Identify opportunities and run growth experiments in consultation with Head of Client Relationships
- Collaborate with client experience & new client acquisition teams to achieve growth objectives

Team Management & Team Coaching

- Lead, mentor, and develop a team comprising RMs of different experience levels.
- Conduct regular review sessions, skill training, and pipeline planning.
- Foster a high-performance, client-obsessed culture within the team.

Process and Discipline

- Ensure that the team follows advisory frameworks, SOPs, and internal service standards.
- Drive usage of CRM tools and uphold data discipline.
- Monitor activity metrics, client satisfaction, and revenue outcomes for the pod.

Compliance and Ethics

- Be a champion of the Scripbox way of working with clients. Uphold Scripboxs standards of fiduciary responsibility and compliance.
- Serve as the first line of oversight on risk, suitability, and advisory practices within the team.
- Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols.

Ideal Profile

- 1012 years of experience in wealth management, premium banking, or family office advisory.
- Proven track record of managing high-value clients with high levels of trust and personalization.
- Experience mentoring or managing team members.
- Strong financial acumen and ability to simplify complex concepts for clients.
- High emotional intelligence, ownership mindset, and a natural team builder.

What Youll Get

- Business ownership within a modern, empowered-team-based wealth management structure.
- A supportive yet empowered culture focused on growth - for you, your team, and your clients.
- Direct influence on the evolution of advisory excellence in India.

Skills

- Wealth Manager

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Job Summary

https://www.hiringbull.com Website

Bangalore Location

Full Time Permanent Job type

10 - 12 years Experience

1 Openings

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