Vice President of Wealth Management

Very Urgent Mandate :

Hiring : Vice President – Wealth Management | Delhi / NCR

Its a sales / business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background candidates please do not apply here.

CTC : Up to 60 LPA

Company : Well reputed Private Wealth Management Company

Location : Delhi / NCR

Experience Required : 10–15 years | HNI / UHNI Wealth Advisory

About the Role :

We are looking for an experienced Wealth Management professional to lead client acquisition, relationship management, and portfolio advisory for our HNI / UHNI clientele. The Vice President will drive AUM growth, deliver holistic financial solutions, and ensure a superior client experience.

Key Responsibilities :

Acquire, manage, and grow HNI / UHNI client relationships

Provide investment advisory across PMS, AIFs, mutual funds, structured products, insurance, etc.

Achieve AUM, revenue, and client onboarding targets

Conduct regular portfolio reviews and financial planning discussions

Ensure adherence to compliance and regulatory requirements

What We’re Looking For :

10–15+ years of experience in wealth management / private banking

Strong network of HNI / UHNI clients

Deep product and market knowledge

Excellent communication, relationship management, and advisory skills

Qualification :

MBA (Finance) / CA / relevant post-graduate degree