Vice President – Wealth

Position : Vice President – Wealth

Experience Required : 10–15 Years

Location : Mumbai

Employment Type : Full-Time

About the Role

The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong expertise in wealth advisory, relationship management, investment solutions, and team leadership. The VP will play a pivotal role in enhancing the organisation’s presence among HNI and UHNI investors while ensuring superior service delivery and compliance with industry standards.

Key Responsibilities

1. Business Strategy & Growth

• Develop and execute strategic plans to scale the Wealth Management business.
• Identify new business opportunities, market trends, and potential segments to strengthen the firm’s wealth footprint.
• Drive revenue growth by expanding the HNI / UHNI client base and improving product penetration.

2. Client Acquisition & Relationship Management

3. Investment Advisory & Portfolio Management

4. Team Leadership & Development

5. Compliance & Risk Management

6. Collaboration & Stakeholder Management

Required Qualifications & Skills

Benefits :

Join our dynamic team at Creddinv Technologies as vice president -wealth and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@creddinv.in