Vice President/Senior Vice President/Associate Director - Market Lead - Wealth Management

• Market Lead Wealth Management - VP /SVP / Associate Director (15-25 yrs)
• Compensation: Competitive Fixed + Performance Link Incentive (PLI)
• Non banking wealth management platform with strong financials and pedigree of success & stability in managing capital market deals

Key Responsibilities

Team building

Hiring and building a team of Private wealth managers through own reference, networking, Open market competitive hiring methodologies using Recruiters, HR Partners

Expected to build a team of 4-5 RMs with average salary above 30 Lakhs per annum and currently managing 50 Crore + of Investment AUM

Portfolio Advisory

• Construct and manage diversified portfolios involving Equity, Fixed Income, Real Estate Funds, and Structured Products.
• Alternative Investments: Drive penetration into high-yield alternatives, including Private Equity (PE), Venture Capital (VC) funds, and Pre-IPO opportunities.
• New Client Acquisition: Leverage your existing network to onboard "New-to-Firm" clients with a focus on a minimum Ticket Size (AUM) of - 5 Cr - 25 Cr.
• Estate & Succession Planning: Collaborate with internal specialists to provide Trust services, Will drafting, and Tax-efficient wealth transfer strategies.
• Market Intelligence: Stay ahead of SEBI/RBI regulatory changes and global macro-economic trends to provide proactive "alpha-generating" advice.

Candidate Profile

• Experience: 5-12 years in Private Banking, Wealth Management, or Premier Banking.
• A proven track record of managing an active AUM of - 200 Cr+ with high "stickiness" and deep client trust.
• Certifications: MBA (Finance), CA, or CFA (Level 2 or 3) is highly preferred. NISM Investment Adviser (Level 1 & 2) is mandatory.