Vice President/Senior Vice President - Investment Advisor

The Opportunity

As we scale our advisory practice, we are inviting applications from wealth professionals at the VP / SVP level who have a strong track record of building trusted client relationships in an independent or non-banking environment. This is a rare opening for someone who values professional longevity, intellectual rigour, and the freedom to advise without institutional friction.

Target Fixed Pay - 50 Lakhs + based on Education, Experience, Knowledge & Client Relationships

You should be able to respond to following Queries with ease

- What percentage of your book & Client Base came from platform given handover referrals vs. cold outreach?

• Why did you leave your last role? What was your AUM at departure?
• Have you ever recommended a product that wasn't available on your platform because it was best for the client? How did you handle it?
• What does your most loyal client value most about working with you?

Qualifications

• CA, CFP, CFA or MBA (Finance TIER 1 Institutes preferred but not mandatory if your track record speaks for itself) - Any necessary industry required certifications like NISM Modules
• A stable track record - ideally 2-3 employers across your entire career
• A client-first mindset, not a sales-first one

The Role

• Own and grow a book of HNI / UHNI clients (AUM responsibility: INR 75 Crore+ preferred)
• Provide comprehensive wealth planning across equities, fixed income, PMS, AIFs, real estate, and Family office services like Estate, Will & succession planning
• Lead client conversations at a strategic level - from estate planning to cross-border investments
• Actively contribute to the firm's intellectual output - market views, client newsletters, seminars
• Mentor junior relationship managers within the team

The Ideal Candidate

• 8-25 years of wealth management experience at an independent platform, family office, or boutique advisory firm
• Enviable track record of client retention & AUM growth built over long stints, no frequent moves
• Deep product knowledge: MF, PMS, AIF, Bonds, Real Estate, Structured Products

What Makes This Role Different

• No bank targets, no in-house product quotas, no conflicts of interest
• Your clients stay your clients - book portability is respected and encouraged
• Direct access to founding leadership and investment research
• Compensation structure that genuinely rewards quality of advice, not just volume
• Equity participation available for senior hires with demonstrated commitment