Job Description
Happy to present a great career opportunity and progressive career move for a Vice President -Private Wealth with a FINTECH in the wealth management domain our client is on a path to be a Unicorn by 24-25
CANDIDATES CURRENTLY BASED IN MUMBAI MAY ONLY APPLY FOR THIS ROLE
Designation: VP - Private Wealth
Experience: 8+ years
Location: Mumbai
Reports to: Chief Business Officer - Private Wealth
Broader Role / Responsibilities
The Vice President- Private Wealth shall be responsible for recruiting a high performing team who shall be incharge of acquiring High Net Worth relationships, retaining such relationships by delivering the best standards of services.
S/He would be expected to establish strong ties with them by designing & implementing their financial plans in collaboration with Certified financial planners at the company; and by ensuring they receive and execute the right advice.
• Build and nurture a high performing team of 3-4 Private Wealth Managers
• Should be experienced in selling bespoke / customised products to Ultra HNIs.
• Responsible for overseeing acquisition & advising HNI clients (Affluent & Super Affluent)
• Maintaining client relationships of preferred clients.
• Advise affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Research, investigate on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.
• Collaborate with product and research team for taking investment decision for the clients.
• Conduct seminars, workshops and other business development activities.
• Experience working in a Broking/Banking/wealth management outfit.
• Manage clients with a minimum Investment amount of 1 crore and above.
Requirements
• 8 years working within a sales environment preferably in a BFSI / Finance sector
• 3 years of team management experience
• Ambitious, focussed and keen to be part of a UNICORN journey.
• Excellent communication skills & relationship management skills
• Expansive thinking, with phenomenal execution ability.
• Must believe in leading from the front.
What's on Offer
• An opportunity to work with India's leading fintech in the wealth management space and being an integral part of their Unicorn journey.
Contact: Michelle Monteiro
Email
CANDIDATES CURRENTLY BASED IN MUMBAI MAY ONLY APPLY FOR THIS ROLE
Designation: VP - Private Wealth
Experience: 8+ years
Location: Mumbai
Reports to: Chief Business Officer - Private Wealth
Broader Role / Responsibilities
The Vice President- Private Wealth shall be responsible for recruiting a high performing team who shall be incharge of acquiring High Net Worth relationships, retaining such relationships by delivering the best standards of services.
S/He would be expected to establish strong ties with them by designing & implementing their financial plans in collaboration with Certified financial planners at the company; and by ensuring they receive and execute the right advice.
• Build and nurture a high performing team of 3-4 Private Wealth Managers
• Should be experienced in selling bespoke / customised products to Ultra HNIs.
• Responsible for overseeing acquisition & advising HNI clients (Affluent & Super Affluent)
• Maintaining client relationships of preferred clients.
• Advise affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Research, investigate on available investment opportunities/financial market trends to determine whether they fit into client's portfolios.
• Collaborate with product and research team for taking investment decision for the clients.
• Conduct seminars, workshops and other business development activities.
• Experience working in a Broking/Banking/wealth management outfit.
• Manage clients with a minimum Investment amount of 1 crore and above.
Requirements
• 8 years working within a sales environment preferably in a BFSI / Finance sector
• 3 years of team management experience
• Ambitious, focussed and keen to be part of a UNICORN journey.
• Excellent communication skills & relationship management skills
• Expansive thinking, with phenomenal execution ability.
• Must believe in leading from the front.
What's on Offer
• An opportunity to work with India's leading fintech in the wealth management space and being an integral part of their Unicorn journey.
Contact: Michelle Monteiro
💡 Quick Summary
Seeking a career-building opportunity? The VP Private Wealth position is now open for candidates interested in the Human Resource (HR) Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Human Resource (HR) Jobs is a plus.
