Vice President - Wealth Management/Business Development - Investment Banking

Vice President - Wealth Management/Business Development - Investment Banking (7-15 yrs)

Responsibilities:

- Lead and scale the Wealth Management business with complete ownership of growth and profitability.

- Drive client acquisition through strategic business development initiatives.

- Build and nurture relationships with HNI and UHNI clients while delivering customized wealth management solutions.

- Develop investment strategies aligned with clients' financial goals and risk appetite.

- Expand assets under management through effective portfolio advisory and cross-selling of investment products.

- Identify new market opportunities and formulate business expansion strategies.

- Recruit, mentor, and lead high-performing Relationship Managers and Wealth Advisors.

- Strengthen the organization's competitive positioning through market intelligence and strategic initiatives.

- Ensure superior client engagement, long-term relationship management, and revenue growth.

- Represent the organization with clients, partners, and key industry stakeholders.

Candidate Profile:

- Minimum 5 years of mandatory experience in the BFSI industry.

- Proven experience in Wealth Management, Investment Advisory, Financial Products, or Business Development.

- Strong track record of managing HNI and UHNI client relationships.

- Demonstrated success in business development, client acquisition, and revenue generation.

- Deep understanding of financial markets, investment products, portfolio management, and wealth creation strategies.

- Prior experience in leading and developing high-performing teams.

- Candidates currently working with reputed banks, wealth management firms, NBFCs, brokerage houses, investment advisory firms, or other financial institutions will be preferred.