Partner/Senior Partner - Wealth Management - IIM/CA/CFA

Role Overview:

As a Partner/Senior Partner in Wealth Management, you will serve as a strategic advisor to Ultra High Net Worth Individuals (UHNIs) and family offices, orchestrating comprehensive financial solutions that preserve and grow generational wealth. You will operate at the intersection of investment strategy and client advocacy, leading high-stakes engagements to deliver bespoke portfolio management and advisory services. By collaborating closely with internal investment committees, tax experts, and legal teams, you will ensure a seamless delivery of private banking services that align with the complex financial objectives of our most discerning clients. Your leadership will be pivotal in driving business growth, fostering long-term institutional relationships, and solidifying our firms reputation as a trusted partner in the wealth management ecosystem.

Key Responsibilities:

• Cultivate and manage a portfolio of UHNW clients by providing personalized investment strategies that address unique liquidity needs, risk appetites, and long-term legacy goals.
• Lead complex family office operations, including estate planning, trust structures, and intergenerational wealth transfer, to ensure the holistic financial well-being of client families.
• Drive business development initiatives by leveraging professional networks to acquire new mandates and expand the firms footprint in the Ahmedabad and Bangalore markets.
• Oversee the execution of sophisticated asset allocation models, ensuring that portfolio performance remains consistent with market benchmarks and client-specific mandates.
• Mentor and lead high-performing teams of relationship managers and investment analysts to maintain excellence in client service delivery and operational efficiency.
• Coordinate with internal stakeholders and external partners to provide integrated solutions covering private equity, real estate, and global investment opportunities.

Required Skillset:

• Demonstrated expertise in managing complex investment portfolios and navigating volatile market conditions to deliver consistent risk-adjusted returns.
• Exceptional ability to build and sustain high-trust relationships with C-suite executives, business owners, and family office principals through transparent and insightful communication.
• Strong analytical acumen to interpret macroeconomic trends and translate them into actionable investment advice for sophisticated investors.
• Proven track record of leading cross-functional teams in a high-pressure environment, with a focus on collaborative problem-solving and strategic decision-making.
• Advanced professional qualifications such as CFA, CA, or MBA from a premier institute, which provide the foundational knowledge required for high-level financial advisory.
• High degree of adaptability to work in a hybrid environment, effectively balancing client-facing meetings in Ahmedabad or Bangalore with internal strategic planning sessions.