Senior Wealth Management Professional

1 day ago

Ahmedabad, Gujarat, India beBeeLeadership Full time ₹ 3,75,00,000 - ₹ 5,00,00,000
Job Title

Wealth Manager – Unit Head (VP- Wealth Management)


Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach.


With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation.


The Wealth Manager – Unit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth Managers across the assigned location.


This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.


Candidates must have a minimum existing AUM book of ₹75–100 Cr (across Mutual Funds, PMS, and AIF).


Key Responsibilities:


  • Lead, mentor, and develop a team of Wealth Managers to achieve and exceed business targets.
  • Align team objectives with organizational goals, ensuring effective communication with senior leadership.

Business Development & Client Acquisition

Drive targeted acquisition strategies for HNI and UHNI clients.


Support team members in closing high-value deals and onboarding marquee clients.


Achieving of P/L Targets


Client Advisory & Relationship Management

Deliver tailor-made wealth management solutions across asset classes including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.


Maintain high client engagement through market insights and proactive recommendations.


Compliance & Governance

Ensure strict adherence to regulatory norms, as well as internal processes.


Qualifications & Experience

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.


Demonstrated success in managing large HNI/UHNI portfolios and delivering consistent business growth.


CTC: ₹30 LPA–₹50 LPA

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