No longer accepting applications
Vice President – Wealth
CreddinvKollam, IN2 days 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
Create a job alert for this search
Vice President • Kollam, IN
Related jobs
)
- Promoted
Vice President, Engineering Management Lead – Agentic AI
GenpactThiruvananthapuram, IN Ready to build the future with AI? At Genpact, we don’t just keep up with technology—we set the pace.AI and digital innovation are redefining industries, and we’re leading the charge.Genpact’s AI G...Show moreLast updated: 5 days ago
- Promoted
- New!
Chief of Staff – Founder’s Office | Tier-1 Consulting Preferred | US EdTech
Magma Digital VenturesKollam, IN Chief of Staff / Founder’s Office - Learning Design, Strategy & Consulting | EdTech Startup.Work Hours : EST (6 : 00 PM- 3 : 00 AM IST).
Our mission is to help teams and leaders unlock their highest pote...Show moreLast updated: 14 hours ago
- Promoted
Chief of Staff Associate
Magma Digital VenturesKollam, IN Work is changing at a pace we’ve never seen before.As AI and new technologies reset entire industries, the real edge for companies and individuals is the ability to learn, adapt, and upgrade skills...Show moreLast updated: 2 days ago
- Promoted
Consulting Manager – Digital Adoption Platform (Dap) Strategy & Leadership
ISG (Information Services Group)Alleppey, Republic Of India, IN Website : Leading Global Technology Research & Advisory Firm | ISG (isg-one.Wanted : dynamic and creative individuals ready to connect with a like-minded team.
You’ll enjoy all the autonomy you need t...Show moreLast updated: 30+ days ago
- Promoted
VP / AVP / DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance
ConfidentialThiruvananthapuram / Trivandrum VP / AVP / DVP - PCG (Private Client Group) Advisor, B2B Partner Alliance.QuickTurtle is seeking a highly experienced and strategic.
VP / AVP / DVP - PCG Advisor, B2B Partner Alliance.You'll be instrumental...Show moreLast updated: 30+ days ago
- Promoted
VP / AVP / DVP PCG ( Pvt Client Group ) Advisor - Partner Alliance
ConfidentialThiruvananthapuram / Trivandrum Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA / B2B), Equity Broking.Advising Ultra HNI clients on Equity, F&O- Equity / Currency / Commodit.Managing large cus...Show moreLast updated: 30+ days ago
- Promoted
Global Business Development
ConfidentialThiruvananthapuram / Trivandrum, India Excellent oral and written communication skills.Smart, hardworking, sincere, confident, and result-oriented.Strong knowledge of computer and IT terms.
Prior experience in staffing services / professio...Show moreLast updated: 21 days ago
- Promoted
- New!
Chief Of Staff – Founder’s Office | Tier-1 Consulting Preferred | Us Edtech
Magma Digital VenturesAlleppey, Republic Of India, IN Chief of Staff / Founder’s Office - Learning Design, Strategy & Consulting | EdTech Startup.Work Hours : EST (6 : 00 PM- 3 : 00 AM IST).
Our mission is to help teams and leaders unlock their highest pote...Show moreLast updated: 10 hours ago
- Promoted
Wealth Advisory | MF | AIF | PMS | Stock
Dhan SaarthiAlappuzha, IN Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 1 day ago
- Promoted
Vice President Procurement & SCM
V-GuardKollam, IN The Vice President of Supply Chain Management will play a critical role in overseeing and optimizing our supply chain operations to ensure efficient and effective delivery of products.This leadersh...Show moreLast updated: 4 days ago
- Promoted
Head Of Token Strategy & Growth-Blockchain
Brainwave ScienceKollam, Republic Of India, IN Head of Token Strategy & Growth.Using EEG and AI-driven analytics, our platform delivers measurable insights into stress, focus, anxiety, and relaxation—empowering individuals and organizations to ...Show moreLast updated: 3 days ago
- Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCOAlappuzha, IN AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show moreLast updated: 13 days ago
- Promoted
Head of Token Strategy & Growth-Blockchain
Brainwave ScienceKollam, IN Head of Token Strategy & Growth .Using EEG and AI-driven analytics, our platform delivers measurable insights into stress, focus, anxiety, and relaxation—empowering individuals and organizations to...Show moreLast updated: 3 days ago
- Promoted
Senior Investment Professional
SLKAlappuzha, IN Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show moreLast updated: 30+ days ago
- Promoted
Head of Product – SaaS / Fintech / Social Giving / Fund Raising
Infogainalappuzha, kerala, in An Ideal person will be an individual who has led product line with customer growth accountability, A / B testing, funnel instrumentation, behavioural metrics, product analytics frameworks, AI-assist...Show moreLast updated: 13 days ago
- Promoted
- New!
Wealth Advisory | Mf | Aif | Pms | Stock
Dhan SaarthiThiruvananthapuram, Republic Of India, IN Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 20 hours ago
- Promoted
Vice President - FP&A (Pricing)
EveriseThiruvananthapuram, IN The VP – Business Controllership is responsible for ensuring proper analysis, documentation and thorough execution of processes and compliance in the areas of revenue forecasting, pricing, and othe...Show moreLast updated: 6 days ago
- Promoted
- New!
Co-founder Business Development with Investment
Visotonicskollam, India Visotonics revolutionizes logistics and supply chain operations by leveraging advanced AI to automate vision-based tasks.
Our patent-pending platform integrates seamlessly with existing CCTV setups,...Show moreLast updated: 4 hours ago