Wealth Manager

6 days ago

Bengaluru Hyderabad Pune, India Profex Tech Full time ₹ 15,00,000 - ₹ 20,00,000 per year

Role Overview

The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving 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 experience.

Candidates must have a minimum existing AUM book of 75100 Cr (across Mutual Funds, PMS, and AIF). Preference will be given to candidates who can onboard an existing performing team.

Key Responsibilities

Team Leadership & Development

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

Business Development & Client Acquisition

  • Drive acquisition strategies for HNI/UHNI clients.
  • Support the team in closing high-value deals and onboarding marquee clients.
  • Achieve P&L targets for the unit.

Client Advisory & Relationship Management

  • Deliver customized wealth management solutions across Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.
  • Maintain strong client engagement with proactive market insights and recommendations.

Compliance & Governance

  • Ensure strict adherence to SEBI, AMFI, and other regulatory guidelines, along with internal processes.

Key Skills & Competencies

  • Leadership Excellence – Ability to inspire, manage, and retain top talent.
  • Investment Expertise – Deep knowledge of MF, PMS, AIF, Bonds, and Insurance.
  • Business Acumen – Proven track record in growing AUM and client portfolios.
  • Client Network – Strong HNI/UHNI market presence with ability to bring new relationships.

Qualifications & Experience

  • Graduate/Postgraduate in Finance, Business Administration, or related field (MBA/CFP/CFA preferred).
  • 10–12 years of wealth management/private banking experience, with 3–4 years in leadership.
  • Minimum AUM book of 75–100 Cr (MF, PMS, AIF) is mandatory.
  • Preference for candidates who can bring along a performing team.
  • Proven success in managing HNI/UHNI portfolios and delivering consistent business growth.

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