Senior Role - Wealth Management - Trading & Research Firm

Company Name : BrightStar
- Wealth Management- Senior Role

Location : Gurgaon

About Us :

Brightstar Research India is the primary trading and research hub of the Brightstar Group. We specialise in algorithmic and systematic trading in the Indian equity and derivatives markets, driven by quantitative modelling, data engineering, and disciplined execution.Our mandate is to build, validate, and operate mid-frequency and systematic trading models that generate consistent and scalable returns.

Website: https://brightstar-research.com/

Role Overview

• We are looking for an entrepreneurial Business Head - Wealth Management to build and scale our HNI/UHNI client business. This role will own client acquisition, portfolio advisory, and revenue growth, while leveraging Brightstar's expertise in financial markets and trading strategies.
• You will act as a trusted advisor to affluent clients and drive a high-performance wealth vertical from the ground up.

Key Responsibilities

1. HNI Client Acquisition & Relationship Management

• Build and manage a portfolio of HNI / UHNI clients
• Leverage existing networks (family offices, founders, CXOs, traders, NRIs)
• Drive new client acquisition through referrals, networks, and partnerships
• Establish long-term, trust-based relationships

2. Investment Advisory & Portfolio Management

Advise clients on:

• Equity & derivatives strategies
• Algorithmic / quantitative trading opportunities
• Alternative investments
• Customize portfolios aligned with risk appetite and return expectations
• Monitor performance and proactively rebalance portfolios

3. Revenue Ownership & Business Growth

• Own AUM growth, revenue targets, and client profitability
• Build scalable wealth products around:
• Trading strategies
• Structured products
• Advisory offerings
• Identify new revenue streams within financial markets

4. Strategic Leadership & Business Building

• Set up and scale the wealth management vertical from scratch
• Define GTM strategy for HNI segment
• Collaborate with trading/research teams to package offerings
• Build and mentor a high-performing team over time

5. Market Positioning & Brand Building

• Represent the firm in investor meets, webinars, and HNI forums
• Establish credibility in the trading + wealth advisory space
• Drive thought leadership (market insights, strategies, outlooks)

Ideal Candidate Profile

Experience

8-15+ years in:

- Wealth management

- Private banking

- Portfolio advisory

- Capital markets

- Experience managing HNI/UHNI clients.
- Network
- Strong existing relationships with:
- HNIs / UHNIs
- Family offices
- Traders / market participantsSkillset :
Strong understanding of :
- Equity markets & derivatives
- Portfolio construction
- Risk management
- Ability to sell complex financial products and strategies
- Mindset (Critical for this role)
- Entrepreneurial / Builder mindset (0 - 1 experience preferred)
- High ownership and revenue orientation
- Strong commercial acumen
- Hustler attitude with strategic thinking