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Senior Vice President of Wealth Management
ConfidentialBengaluru / Bangalore, India9 days ago
Job descriptionAdvise clients on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and Insurance. Provide tailored wealth planning, tax-efficient investment strategies, and succession planning guidance. Maintain up-to-date knowledge of market trends, regulatory changes, and investment opportunities. Achieve AUM (Assets Under Management) and revenue targets through focused client acquisition and wallet-share expansion. Drive cross-sell and up-sell opportunities across the NBFC's wealth management and third-party product suite. Leverage existing relationships to grow client base through referrals and networking. Ensure strict adherence to SEBI, RBI, and IRDAI regulations. Maintain transparent, ethical, and client-centric practices. Minimize operational and investment risks by adhering to company policies and compliance standards. Post Graduate / MBA / CA / CFA preferred. 12–18 years of experience in Wealth Management / Private Banking with a reputed Bank, NBFC, or Wealth Advisory firm. Proven individual contributor track record of managing HNI / UHNI client portfolios. Strong understanding of capital markets, investment products, and wealth planning solutions. Established network of HNI / UHNI clients in Bangalore and surrounding regions. Excellent communication, relationship-building, and advisory skills. High integrity with a client-first mindset. HNI / UHNI Client Acquisition & Retention Investment & Wealth Advisory Expertise Strong Product Knowledge (MF, PMS, AIF, Bonds, Insurance, Structured Products) Business Development & Revenue Orientation Compliance & Risk Awareness
Job Title
Senior Vice President – Wealth Management
Location
Bangalore
CTC : Up to 65 LPA
About the Role
The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team management), requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.
Key Responsibilities
Client Acquisition & Relationship Management
- Acquire, nurture, and grow relationships with HNI / UHNI clients, family offices, and senior professionals.
- Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs.
- Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives.
Wealth Advisory & Solutions
Business Growth & Revenue Generation
Compliance & Risk Management
Desired Candidate Profile
Key Skills Required
Skills Required
Bonds, structured products, Pms, Insurance, Mf, Business Development, Aif
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Vice President • Bengaluru / Bangalore, India
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