Strategic Leader for Wealth Management Division
4 weeks ago
Job Title: Strategic Leader for Wealth Management Division
Job Summary:
Vitasta Consulting Pvt Ltd is seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. This role requires a strategic thinker with strong leadership skills and a proven track record of driving growth and innovation in wealth management.
Key Responsibilities:
- Develop and execute the overall strategic vision for the Wealth Management division.
- Identify and capitalize on market opportunities to expand the divisions offerings and client base.
- Foster a culture of innovation excellence and continuous improvement within the team.
- 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.
- 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.
- Lead, mentor, and develop a high-performing team of wealth management professionals.
- Ensure exceptional client service by developing and implementing client-centric strategies and processes.
Qualifications:
- Proven experience (typically 15 years) in a senior leadership role within the wealth management industry.
- Indepth knowledge of Mutual Funds, AIF, PMS, and Debt products, Insurance, and structured product 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 a 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.
-
Strategic Wealth Operations Manager
3 weeks ago
Navi Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full timeJob Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...
-
Wealth Management Professional
1 month ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
-
Mumbai, Maharashtra, India Nuvama Wealth Full timeWe are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...
-
Senior Wealth Management Leader
3 weeks ago
Mumbai, Maharashtra, India JOBS n TA HR Services Full timeNational Head-Wealth ManagementJOBS n TA HR Services seeks a seasoned professional to lead our Wealth Management division at the national level.Key Responsibilities:Drive the growth of Assets Under Management (AUM) across various regions, ensuring a minimum month-on-month increase of 6%.Develop and execute a national strategy to expand our presence in the...
-
Strategic Wealth Management Executive
2 weeks ago
Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full timeSapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...
-
Executive Leader for Wealth Management
2 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeExecutive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...
-
Chief Executive Officer
3 weeks ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timePosition Overview: We are seeking a highly experienced and visionary leader to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in products business. This role requires a strategic thinker with strong leadership skills and a proven track record of driving...
-
Visionary CEO for Wealth Management Excellence
2 weeks ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timePosition 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...
-
Chief Executive Officer
4 weeks ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timePosition Overview: We are seeking a highly experienced and visionary leader to lead our Wealth Management division at Vitasta Consulting Pvt Ltd. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. This role requires a strategic thinker with strong leadership skills and a...
-
Strategic Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeKey ResponsibilitiesAs a Strategic Wealth Manager at Kotak Mahindra Bank, you will be accountable for designing and implementing tailored wealth creation strategies for high-net-worth individuals. This involves conducting in-depth analysis of clients' profiles to identify opportunities for wealth growth, preservation, and enhancement.Key Accountabilities1....
-
Strategic Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Zyvka Full timeAt Zyvka, we are seeking a highly skilled Strategic Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Key Responsibilities:Client Relationship...
-
Strategic Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Zyvka Full timeJob Title: Virtual Wealth ManagerCompany Overview: Zyvka is a boutique wealth firm dedicated to delivering exceptional wealth management services to clients worldwide. With a rich history of over 150 years of cumulative experience among senior management, we specialize in wealth creation, preservation, protection, and transmission.Responsibilities:•...
-
Mumbai, Maharashtra, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timeJob Title: Strategic Leader for Direct Unsecured Business Loans DivisionCompany: ARDOR TALENT SOLUTIONS PRIVATE LIMITEDLocation:Seeking a strategic leader for the Direct Unsecured Business Loans division to provide tailored financial solutions for self-employed individuals and businesses. The role focuses on driving growth, maintaining portfolio quality, and...
-
Wealth Management Consultant
3 weeks ago
Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeLeverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...
-
Wealth Manager/Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeJob Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...
-
Senior Wealth Professional
3 weeks ago
Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full timeJob Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...
-
Research Analyst
4 weeks ago
Navi Mumbai, Maharashtra, India Monarch Networth Capital Limited Full timeJob Title: Research Analyst - Monarch Wealth DivisionJob Summary:We are seeking a highly skilled Research Analyst to join our Monarch Wealth Division team. As a Research Analyst, you will be responsible for conducting detailed financial analysis across various asset classes, including mutual funds, bonds, global markets, PMS (Portfolio Management Services),...
-
Mumbai, Maharashtra, India ARDOR TALENT SOLUTIONS PRIVATE LIMITED Full timeJob Title: Strategic Leader for Direct Unsecured Business Loans DivisionCompany: ARDOR TALENT SOLUTIONS PRIVATE LIMITEDLocation: MumbaiExperience: 10-15 years with 8-10 years in unsecured lendingOverview:We are seeking a strategic leader to oversee the Direct Unsecured Business Loans division and provide tailored financial solutions for self-employed...
-
Executive - Wealth Management Specialist
3 weeks ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeJob Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...
-
Senior Wealth Management Specialist
4 days ago
Mumbai, Maharashtra, India 9608 Deutsche India Private Limited, Mumbai Branch Full timeJob DescriptionWe are seeking a highly skilled Senior Wealth Management Specialist to join our team at 9608 Deutsche India Private Limited, Mumbai Branch.This is an exciting opportunity for a seasoned professional to work in the dynamic Wealth Management industry and contribute to the growth of our business.Company OverviewDeutsche Bank's Wealth Management...