Vice President of Wealth Management

Job Title:

General Manager / Vice President – Finance & Wealth Management

Department:

Sales/Operation

Reports To:

CEO / Managing Director

Location:

Thaltej,Ahmedaabd

Experience:

10–15+ years in Finance, Wealth Management, or Financial Services, with at least 5 years in a leadership role

Role Overview

The GM/VP – Finance & Wealth Management will lead the financial strategy, wealth advisory operations, and client portfolio management functions of the organization. The role requires a strong blend of financial acumen, leadership, and client relationship management to drive business growth, profitability, and compliance.

Key Responsibilities

• Lead and manage the Finance / Wealth Management vertical, driving revenue growth and profitability
• Develop and execute strategic business plans aligned with company goals
• Oversee client portfolio management, investment advisory, and wealth planning services
• Build, mentor, and manage a high-performing team of relationship managers, advisors, and analysts
• Ensure regulatory compliance (SEBI/RBI/AMFI or relevant financial authority guidelines)-N.A
• Drive client acquisition, retention, and relationship management strategies
• Monitor market trends, investment products, and competitor strategies to identify growth opportunities
• Prepare and present financial reports, forecasts, and performance reviews to leadership
• Collaborate with cross-functional teams (Sales, Operations, Compliance, Risk) to ensure smooth business operations
• Manage budgeting, P&L responsibility, and cost optimization for the vertical
• Represent the company at industry events, client meetings, and strategic partnerships

Required Skills & Qualifications

• MBA / B.Com / M.Com relevant postgraduate qualification in Finance
• Proven experience in Wealth Management, Investment Advisory, or Financial Planning
• Strong understanding of financial markets, mutual funds, insurance, and investment products
• Excellent leadership, team management, and stakeholder communication skills
• Strong analytical and strategic decision-making ability
• Proficiency in financial software/tools and CRM systems
• Prior experience managing a team and P&L responsibility is mandatory
• Currently Working as AUM/Plain Captain Role

Key Attributes

• Strong business acumen and client-centric approach
• Ability to work under pressure and meet targets
• High integrity and adherence to compliance standards
• Excellent networking and relationship-building skills