Visionary CEO for Wealth Management Excellence

2 weeks ago


Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

Position Overview: We seek a seasoned CEO/Head of Wealth Management to lead our division at Vitasta Consulting Pvt Ltd. This role requires a deep understanding of the financial services industry with expertise in products like Mutual Funds, AIF, PMS, and Debt. The ideal candidate will be a strategic thinker with strong leadership skills, driving growth and innovation in wealth management.

Key Responsibilities:

  1. Strategic Leadership
    • Develop and execute the overall strategic vision for the Wealth Management division.
    • Identify and capitalize on market opportunities to expand the division's offerings and client base.
    • Foster a culture of innovation, excellence, and continuous improvement within the team.
    • Drive vertical and horizontal organic and inorganic growth to fast-track the organization's growth objectives.
  2. Business Development:
    • Drive business growth by developing and implementing effective sales and marketing strategies.
    • Build and maintain strong relationships with high-net-worth clients, institutional investors, and key stakeholders.
    • Identify new business opportunities and strategic partnerships to enhance the division's capabilities.
    • Develop relationships that add value to the business, with a strong foundation and cemented establishment over the years through professional and entrepreneurial journeys.
  3. Operational Management:
    • Oversee the day-to-day operations of the Wealth Management division, ensuring high levels of efficiency and client satisfaction.
    • Implement best practices in portfolio management, risk management, and compliance.
    • Monitor and analyze market trends, investment performance, and regulatory changes to inform strategic decisions.
    • Discover the right set of products tailored to client demand and continuously iterate to bring innovative opportunities.
  4. Team Leadership and Mentoring:
    • Lead, mentor, and develop a high-performing team of wealth management professionals.
    • Foster a collaborative and inclusive work environment that encourages professional growth and development.
    • Set clear performance expectations and provide regular feedback to drive individual and team success.
  5. Client Relationship Management:
    • Ensure exceptional client service by developing and implementing client-centric strategies and processes.
    • Conduct regular client reviews and meetings to assess their financial goals and investment performance.
    • Address client concerns and inquiries in a timely and professional manner.

Qualifications:

  • Proven experience (typically 15 years) in a senior leadership role within the wealth management industry.
  • In-depth knowledge of Mutual Funds, AIF, PMS, and Debt products, insurance, and structured services.
  • Strong understanding of financial markets, investment strategies, and regulatory requirements.
  • Demonstrated ability to develop and execute strategic business plans.
  • Excellent leadership, communication, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • MBA, CFA, or other relevant advanced degrees or certifications preferred.
  • Should have managed client relationships/business AUA of at least ₹10,000 crores or more.

Personal Attributes:

  • Visionary leader with an entrepreneurial spirit, strategic mindset, and passion for innovation.
  • Client-focused with a commitment to delivering exceptional service.
  • Results-oriented with a proven track record of achieving business growth.
  • Collaborative and inclusive with the ability to inspire and motivate teams.
  • High ethical standards and integrity.

Leadership, Business Development, Operational Management, Team Leadership and Mentoring, Relationship Management



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