Strategic Leader for Wealth Management Division
7 days 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.
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