Strategic Leader for Wealth Management Division

7 days ago


Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

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.


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