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Vice President – Wealth

Vice President – Wealth

CreddinvCoimbatore, IN
1 day ago
Job description

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

  • Build and manage long-term relationships with HNI, UHNI, and corporate clients.
  • Provide personalized wealth advisory services aligned with client goals, risk appetite, and financial needs.
  • Conduct portfolio reviews, performance evaluations, and provide insights to ensure optimal client satisfaction.

    • 3. Investment Advisory & Portfolio Management

  • Guide clients on asset allocation strategies and recommend investment products such as mutual funds, PMS, AIF, fixed income, structured products, and insurance solutions.
  • Oversee portfolio construction, risk profiling, and wealth planning activities.
  • Stay updated with global and domestic market trends, regulatory changes, and financial instruments.

    • 4. Team Leadership & Development

  • Lead and mentor a team of relationship managers and wealth advisors.
  • Set performance targets, monitor progress, and ensure the team delivers high-quality client service.
  • Conduct training sessions on product knowledge, sales strategies, and compliance standards.

    • 5. Compliance & Risk Management

  • Ensure strict adherence to regulatory guidelines (SEBI, RBI, IRDAI, AMFI, etc.).
  • Implement processes that minimize operational risks and ensure ethical business practices.
  • Oversee documentation, KYC, onboarding, and audit requirements.

    • 6. Collaboration & Stakeholder Management

  • Work closely with product teams, research teams, and the investment desk to deliver superior solutions to clients.
  • Collaborate with senior management to align business objectives and performance goals.
  • Support partnerships with financial institutions, AMC partners, and external product providers.

    • Required Qualifications & Skills

  • MBA / PGDM in Finance, Wealth Management, or related field (preferred).
  • Relevant certifications such as NISM, CFP, CFA (Level I / II), or other wealth-related credentials will be an added advantage.
  • 10–15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
  • Proven track record of managing HNI / UHNI clients and delivering revenue growth.
  • Experience in leading teams and managing senior client relationships.

    • Benefits :

  • Competitive salary.
  • Health insurance and wellness programs.
  • Opportunities for professional development.
  • Dynamic and inclusive work culture.

    • 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

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