Visionary CEO for Wealth Management Excellence
2 weeks ago
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:
- 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.
- 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.
- 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.
- 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.
- 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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