Assistant Vice President/Vice President/Senior Vice President - Wealth Management - Bank

Key Responsibilities:

• Lead and manage wealth management business operations across multiple locations (Delhi, Mumbai, Jaipur, Chennai).
• Develop and execute strategies to grow the NBFC's wealth management portfolio and increase assets under management (AUM).
• Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and delivering tailored wealth solutions.
• Collaborate closely with product, risk, and compliance teams to ensure adherence to regulatory requirements and risk frameworks.
• Drive business development initiatives and identify new market opportunities.
• Mentor and lead a team of wealth managers, ensuring performance targets are met or exceeded.
• Oversee portfolio management, asset allocation, and investment advisory services.
• Stay abreast of industry trends, competitive landscape, and regulatory changes impacting wealth management.

Required Qualifications & Experience:

• 10 to 20 years of progressive experience in wealth management, private banking, or financial advisory, preferably within NBFCs or similar financial institutions.
• Proven track record of managing large portfolios and driving business growth.
• Strong knowledge of investment products, portfolio management, financial planning, and regulatory frameworks relevant to wealth management.
• Excellent leadership and team management skills.
• Outstanding communication, negotiation, and client relationship management abilities.
• Graduate or Postgraduate degree in Finance, Business Administration, or related field.
• CFA/CFP certification is a plus.