Senior Vice President of Wealth Management

9 hours ago

Bengaluru, Karnataka, 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 Operations

    1 week ago

    Bengaluru, Karnataka, India beBeeOperations Full time ₹ 14,00,00,000 - ₹ 16,50,00,000

    Job Title:Senior Vice PresidentJob Summary:We are seeking an experienced Senior Vice President/Chief Operating Officer to lead our operations team and drive business growth.This key role will oversee all manufacturing-related activities, ensuring timely shipments, quality standards, efficiency, and other key performance indicators.

  • Vice President Construction

    4 days ago

    Bengaluru, Karnataka, India Shri Management Services Full time ₹ 12,00,000 - ₹ 15,00,000 per year

    Bangalore, HBR LayoutLink CopiedThe Vice President of Construction is a strategic leader responsible for overseeing all operational aspects of construction projects, ensuring they are completed on time, within budget, and to the highest quality standards.Experience YearsSalary12 Lac To 15 Lac P.A.IndustryReal Estate / ConstructionQualificationOther Bachelor...

  • Senior Vice President of Global Communication

    2 days ago

    Bengaluru, Karnataka, India beBeeCommunication Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Senior Vice President CommunicationsIn this senior role, you will be responsible for leading the development and execution of our global communication strategy. You will work closely with our Managing Directors to craft and deliver impactful communication strategies that support their business objectives and reinforce our company's strategic...

  • Vice President, Global Service Operations

    2 weeks ago

    Bengaluru, Karnataka, India Vervent Full time

    Job Title: Vice President, Global Service OperationsDepartment: OperationsLocation: Bengaluru, INReports to: Chief Global Services OfficerSummary:The Vice President of Global Service Operations is a senior executive leader responsible for driving operational excellence, regulatory compliance, and transformative growth across our global servicing platform....

  • Vice President, Global Service Operations

    2 weeks ago

    Bengaluru, Karnataka, India Vervent Full time

    Job Title: Vice President, Global Service Operations Department: Operations Location: Bengaluru, IN Reports to: Chief Global Services Officer Summary: The Vice President of Global Service Operations is a senior executive leader responsible for driving operational excellence, regulatory compliance, and transformative growth across our global servicing...

  • Vice President

    3 days ago

    Bengaluru, Karnataka, India Employee Hub Full time ₹ 23,00,000 per year

    We are looking for an experienced and dynamic Vice President – Sales to join our leadership team. This is a senior strategic role responsible for driving revenue growth, shaping sales strategies, and leading a high-performing sales organization across all market segments.Location: BangaloreExperience: 15+ yearsKey Responsibilities:Develop and implement...

  • Vice President

    4 days ago

    Bengaluru, Karnataka, India Pontoon Global Solutions Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    Position: Vice President – Oil & Gas VerticalLocation: IndiaReports To: CEOExperience: 15–20 yearsQualification: B.E. + MBA from a reputed instituteAbout the RoleWe are seeking a dynamic Vice President to lead our Oil & Gas vertical, managing strategic accounts and driving growth from $5M to $20M over the next 3 years. This is a high-impact leadership...

  • Vice President Pricing

    2 weeks ago

    Bengaluru, Karnataka, India Impetus Career Consultants Full time

    Vice President – Pricing EdgeLocation: Delhi-NCR, Bangalore, Hyderabad, Kolkata, Mumbai, PuneExperience: 14–18 yearsOverview:Lead global pricing strategy, structure commercial constructs for RFPs, enable competitive negotiations, and align financial models with business goals.Key Responsibilities:Drive deal pricing, P&L, cash flow, and risk...

  • Vice President

    7 days ago

    Bengaluru, Karnataka, India JP Morgan Chase Full time

    Business Management - Vice President Description: You are a strategic thinker passionate about driving solutions in Business Manager. You have found the right team. As the Business Management - Vice President within the WLS Operations team, you will be a strategic thinker passionate about promoting solutions. You will optimize business performance by...

  • Vice President

    7 days ago

    Bengaluru, Karnataka, India JP Morgan Chase Full time

    - J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide.- As the Vice President in the Client Onboarding team, you will manage production implementations of new and existing businesses for our top clients. Your role involves collaborating with...