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Vice President – Wealth
Creddinvsurat, gujarat, in1 day ago
Job descriptionBuild 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. 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. 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. 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. 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. 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. Competitive salary. Health insurance and wellness programs. Opportunities for professional development. Dynamic and inclusive work culture.
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
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