
Senior Wealth Manager and Unit Head
16 hours ago
Job Title: Wealth Manager & Unit Head - VP
Our firm is seeking a seasoned wealth manager and unit head to lead our team of high-performing professionals. This senior leadership role requires strong leadership skills, investment expertise, and business acumen.
Key Responsibilities:
- Lead and develop a team of wealth managers to achieve business targets.
- Drive targeted acquisition strategies for HNI and UHNI clients.
- Maintain high client engagement through market insights and proactive recommendations.
Requirements:
- 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.
What We Offer:
- Competitive compensation package.
- Opportunity to grow and develop your career.
- Collaborative and dynamic work environment.
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