Senior Vice President of Wealth Management

4 hours ago

bangalore, 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

  • Senior Vice President of Wealth Management

    23 hours ago

    Bangalore, 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...

  • Wealth Manager

    4 hours ago

    bangalore, India Stack Wealth Full time

    About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

  • Financial Communications, Senior Vice President

    23 hours ago

    Bangalore, India Atmosphere Core Full time

    Atmosphere Core At Atmosphere Core, we redefine hospitality with heartfelt experiences, exceptional service, and inspiring destinations. From our world-class resorts to innovative dining and wellness offerings, every detail is crafted to create meaningful moments for our guests. Senior Vice President Global Communications The Senior Vice President...

  • Vice President Quality and Risk Management

    23 hours ago

    Bangalore, India Mobileum Full time

    Job Title: Vice President – Engineering (Roaming) Location: Reports To: SVP – Engineering (Roaming) Department: Engineering Mobileum is a leading provider of Telecom analytics solutions for roaming, core network, security, risk management, domestic and international connectivity testing, and customer intelligence. More than 1,000 customers rely on...

  • Senior Vice President, Managing Director

    23 hours ago

    Bangalore, India Winfort Full time

    We are seeking a Vice President – Engineering (Telecom - Roaming & Networks) for Software Engineering organization. Experience- 20+ years Location - Bangalore Key Responsibilities Strategic & Technical Leadership Technical Expertise in Roaming & Networks People & Operational Leadership Key Responsibilities Strategic & Technical Leadership...

  • Vice President of Technology and Innovation

    5 hours ago

    bangalore, India University of the People Full time

    Vandey provides outsourced instructional services to institutions of higher education and is seeking a candidate to work for Vandey to serve in a full-time role as a Vice President of Technology and Innovation with the University of the People.INTRODUCTION:University of the People (UoPeople) is the first non-profit, tuition-free, American, accredited, 100%...

  • Vice President

    24 hours ago

    Bangalore, India Winfort Full time

    We are seeking a Vice President – Engineering (Telecom - Roaming & Networks) for Software Engineering organization. Experience- 20+ years Location - Bangalore Key Responsibilities Strategic & Technical Leadership Technical Expertise in Roaming & Networks People & Operational Leadership Extensive experience in Core Network architecture and...

  • Vice President

    5 hours ago

    bangalore, India Winfort Full time

    We are seeking a Vice President – Engineering (Telecom - Roaming & Networks) for Software Engineering organization.Experience- 20+ yearsLocation - BangaloreKey ResponsibilitiesStrategic & Technical LeadershipTechnical Expertise in Roaming & NetworksPeople & Operational LeadershipExtensive experience in Core Network architecture and protocolsProven success...

  • Senior Vice President Global Communications

    24 hours ago

    Bangalore, India Atmosphere Core Full time

    Atmosphere Core At Atmosphere Core, we redefine hospitality with heartfelt experiences, exceptional service, and inspiring destinations. From our world-class resorts to innovative dining and wellness offerings, every detail is crafted to create meaningful moments for our guests. Join our team and be part of a dynamic culture where passion, excellence,...

  • Senior Vice President Global Communications

    3 hours ago

    bangalore, India Atmosphere Core Full time

    Atmosphere CoreAt Atmosphere Core, we redefine hospitality with heartfelt experiences, exceptional service, and inspiring destinations. From our world-class resorts to innovative dining and wellness offerings, every detail is crafted to create meaningful moments for our guests.Join our team and be part of a dynamic culture where passion, excellence, and...