Senior Vice President of Wealth Management

Senior Vice President – Wealth Management

Location: Mumbai

Function: Sales | Wealth Management

CTC: Up to ₹60 LPA | Commensurate with experience & book size

Email: [HIDDEN TEXT]

About the Opportunity

We are hiring a **Senior Vice President – Wealth Management** for a **well-reputed wealth management firm** with a strong brand presence and a comprehensive product suite.

This is an **individual contributor role** designed for high-performing wealth professionals who bring an **established HNI/UHNI client base and AUM**. While the role starts as an IC, it offers an **excellent first step into future leadership and team-building opportunities** for consistent performers.

Key Responsibilities

* Acquire, manage, and grow a **portfolio of HNI/UHNI clients**

* Drive **new client acquisition** leveraging existing relationships and referrals

* Advise clients on a wide range of wealth solutions including:

* Mutual Funds

* PMS

* AIFs

* Bonds & Fixed Income products

* Grow and retain **Assets Under Management (AUM)** through effective portfolio reviews and cross-selling

* Act as a trusted advisor by delivering **customized investment solutions** aligned with client goals

* Ensure high standards of **compliance, governance, and client experience**

* Stay updated on market trends and proactively provide actionable insights to clients

Who We're Looking For

* Currently working with a **Bank or a Wealth Management firm only**

* Proven experience in **HNI/UHNI Wealth Sales**

* Must have an **existing client base and transferable AUM**

* Strong product knowledge across MF, PMS, AIF, Bonds, etc.

* Excellent relationship management, negotiation, and communication skills

* Entrepreneurial mindset with a strong sales drive

Skills Required
Mutual Funds, Fixed Income Products, Bonds, Pms