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.