IFA Global - Vice President - Wealth Management

This is a 100 percent entrepreneurial role. One would be expected to drive the business single handedly with a set of 2-3 team members and build a book in the next 3 years.

CANDIDATES EXTREMELY PASSIONATE TO BUILD ITS OWN WEALTH MANAGEMENT BUSINESS MAY ONLY APPLY. IFA GLOBAL WILL PROVIDE PLATFORM WITH SIGNIFICANT EQUITY UPSIDE.

To develop the wealth management business at IFA Global for domestic (UHNI) , NRI , and Family Office on a - FEE only model.

One should have knowledge of alternative products like equities , debt , private equity , PMS , VC funds , REITS , INVITS and other alternative asset classes.

Reach out to potential Indian and Global (preferably) investors family offices, UHNI etc.

One should have a solid understanding of portfolio management concepts and should be able to travel, set meetings and solicit business.

One should possess strong knowledge of the above mentioned products or have the ability to learn quickly. CFA or CA will be an added advantage.

Experience / Eligibility & Skill Set Required

We are looking for a Wealth Management expert who has an excellent understanding of all wealth management products like Mutual Funds , Corporate Bonds , PSU bonds , VC and Private equity funds, REITS, Sovereign Funds etc.

One should have at least worked for 5-8 years in boutique wealth management/investment advisory firms or larger wealth management outfits.

Should definitely have extremely good relationship and interpersonal skills.

Only someone looking at an entrepreneurship role and seeking a platform to grow exponentially may apply.

CFA /CA , Post graduation in Economic or Management.