
Leader of Wealth Creation
12 hours ago
Job Opportunity
We are seeking a Senior Vice President to lead our Wealth Management division. This role will be responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.
Key Responsibilities:
- Client Acquisition & Relationship Management: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals.
- Investment Advisory & Solutions: Advise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance.
- Business Growth & Revenue Generation: Achieve asset under management and revenue targets through focused client acquisition and wallet-share expansion.
- Compliance & Risk Management: Ensure strict adherence to regulations and maintain transparent, ethical, and client-centric practices.
Required Skills & Qualifications:
- Post Graduate/MBA/CA/CFA preferred.
- 12–18 years of experience in Wealth Management/Private Banking with a reputable firm.
- Proven individual contributor track record of managing HNI/UHNI client portfolios.
- Strong understanding of capital markets, investment products, and wealth planning solutions.
Benefits:
- Opportunity to work with high-net-worth clients.
- Chance to expand your professional network.
- Personal and professional growth opportunities.
Others:
- Fast-paced and dynamic work environment.
- Collaborative team culture.
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