AUM expectation - Market Lead 40 Crs/ Sr.Market Lead - 50Crs

Ticket size - min 5Cr and above

Target companies - All private wealth firms with stable background. We are okay to meet Bank people also who are from Wealth OR PVT BANKING background.

Looking for senior people who can get at least 100-150 Crs in a year so comp we can offer 45-65 LPA.

Locations: Pune, Nasik, Indore, Delhi, Lucknow, Chandigarh, Ahmedabad, Surat, Rajkot, Hyderabad, Chennai, Coimbatore, Kochi & Vizag.

Role Overview:

As a VP of Wealth, you will serve as a strategic partner to Ultra High Net Worth (UHNW) individuals and families, orchestrating complex financial solutions that preserve and grow their legacy. You will operate at the intersection of private banking and asset management, acting as the primary architect for bespoke investment strategies while leading high-performing teams to deliver excellence. By fostering deep-rooted relationships with key stakeholders and leveraging internal product expertise, you will drive significant business growth and solidify our firm's reputation as a trusted advisor in the competitive metro markets. Your work directly impacts the financial trajectory of our clients and the overall market positioning of our wealth management division.

Key Responsibilities:

- Cultivate and manage a portfolio of UHNW clients by providing tailored investment advice that aligns with their long-term financial objectives and risk appetite.

- Lead cross-functional collaboration with product, research, and tax advisory teams to ensure seamless execution of complex wealth structuring and asset allocation strategies.

- Drive revenue growth by identifying new business opportunities and expanding the firm's footprint within the metro wealth management landscape.

- Mentor and develop junior relationship managers to maintain a high standard of service delivery and professional excellence across the team.

- Monitor market trends and macroeconomic shifts to provide proactive insights that help clients navigate volatile financial environments effectively.

Required Skillset:

- Demonstrate a sophisticated understanding of asset management products, including alternative investments, structured products, and equity markets, to provide comprehensive financial solutions.

- Exhibit exceptional interpersonal and negotiation skills, capable of building long-term trust with sophisticated investors and high-profile stakeholders.

- Possess the ability to communicate complex financial concepts with clarity and precision, ensuring clients feel empowered in their decision-making process.

- Hold a strong educational foundation, typically a postgraduate degree in Finance or an MBA from a premier institute, which supports your analytical approach to wealth management.

- Thrive in a high-pressure, client-facing environment, demonstrating the adaptability to manage a demanding schedule across metro locations while maintaining a focus on client-centric outcomes.