Assistant Vice President/Vice President - Wealth Management - HNI/NISM

Description:

Job Title: Wealth Management - AVP / VP

Industry: Broking & Wealth Management

Company Overview:

A leading financial services organization ranked among Indias Top 10 Broking & Wealth Management companies, offering an extensive portfolio of investment products including PMS, AIFs, Bonds, Mutual Funds, NCDs, Insurance, and Real Estate Advisory services.

Role Overview:

The role involves driving client acquisition, growing assets under management (AUM), and strengthening client relationships. You will act as a key contributor to business expansion, providing investment solutions to HNI/UHNI clients, and mentoring junior team members in leadership roles.

Key Responsibilities:

- Acquire and manage HNI/UHNI clients through networking, references, and partnerships.

- Provide customized investment advisory across financial instruments: Mutual Funds, Bonds, SIPs, AIFs, Unlisted Shares, Equities, Commodities, and Currency.

- Achieve defined business targets related to client acquisition, AUM, and revenue.

- Build and lead advisory teams (for AVP/VP roles).

- Ensure long-term client satisfaction and relationship retention.

Desired Profile:

- 7-15 years of relevant experience in Wealth Management or Broking.

- Proven success in managing large AUM portfolios.

- Deep understanding of financial markets and investment products.

- Excellent communication, networking, and leadership skills.