Senior Wealth Management Leader

23 hours ago

Ahmedabad, Gujarat, India beBeeLeader Full time ₹ 3,00,00,000 - ₹ 5,00,00,000

Job Title

A seasoned wealth management professional is sought to lead high-performing teams in driving strategic growth and delivering exceptional client experiences.

The successful candidate will have a proven track record of managing large HNI/UHNI portfolios and delivering consistent business growth, with a strong network of relationships in the industry.

Key Responsibilities:

  • Lead, mentor, and develop a team of wealth managers to achieve and exceed business targets.
  • Drive targeted acquisition strategies for HNI and UHNI clients.
  • Deliver tailor-made wealth management solutions across asset classes, including mutual funds, PMS, AIFs, bonds, insurance, and alternate investments.

Required Skills & Qualifications:

  • Leadership excellence: ability to inspire, manage, and retain high-performing teams.
  • Investment expertise: strong knowledge of MF, PMS, AIF, bonds, and insurance products.
  • Business acumen: proven track record of growing AUM and client portfolios.
  • Client network: strong HNI/UHNI market presence and ability to bring new relationships.
  • Graduate/postgraduate in finance, business administration, or related field (MBA/CFP/CFA preferred).
  • 10-12 years of experience in wealth management/private banking, with at least 3-4 years in a leadership role.
  • Minimum AUM book of ₹75-100 Cr (across mutual funds, PMS, AIF) is mandatory.

Benefits:

CTC: ₹30 LPA - ₹50 LPA

How to Apply:

Candidates interested in this opportunity can submit their resumes via email.

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