Vice President of Wealth Management
1 hour ago
Very Urgent Mandate:
Hiring: Vice President – Wealth Management | Delhi/NCR
Its a sales/business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background candidates please do not apply here.
CTC: Up to 60 LPA
Company: Well reputed Private Wealth Management Company
Location: Delhi/NCR
Experience Required: 10–15 years | HNI/UHNI Wealth Advisory
About the Role:
We are looking for an experienced Wealth Management professional to lead client acquisition, relationship management, and portfolio advisory for our HNI/UHNI clientele. The Vice President will drive AUM growth, deliver holistic financial solutions, and ensure a superior client experience.
Key Responsibilities:
Acquire, manage, and grow HNI/UHNI client relationships
Provide investment advisory across PMS, AIFs, mutual funds, structured products, insurance, etc.
Achieve AUM, revenue, and client onboarding targets
Conduct regular portfolio reviews and financial planning discussions
Ensure adherence to compliance and regulatory requirements
What We're Looking For:
10–15+ years of experience in wealth management / private banking
Strong network of HNI/UHNI clients
Deep product and market knowledge
Excellent communication, relationship management, and advisory skills
Qualification:
MBA (Finance) / CA / relevant post-graduate degree
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