Associate Vice President - Wealth Management

Building Services Design & Energy Institute - MEPa2z; Krishnagiri District; On-site; INR 4,000,000 - 7,000,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z is seeking an experienced Associate Vice President (AVP) in Wealth Management to lead client relationships, develop investment strategies, and ensure regulatory compliance in India. The role emphasizes expertise in mutual funds and NISM certifications.

The AVP will oversee portfolios, guide junior team members, and collaborate with internal teams to deliver tailored wealth management solutions while staying current on market trends and

Qualifications

• Experience in wealth management and managing mutual funds.
• Strong understanding of financial markets and investment strategies.
• NISM certification or equivalent regulatory credentials.

Responsibilities

• Develop and maintain relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions.
• Oversee the management of client portfolios, ensuring optimal asset allocation and performance monitoring.
• Collaborate with internal teams to create comprehensive wealth management strategies that align with clients’ objectives.
• Stay updated on market trends, investment products, and regulatory changes to provide informed advice to clients.
• Ensure compliance with all regulatory requirements and internal policies, including those set forth by NISM.
• Mentor and guide junior team members, fostering a collaborative and high-performance culture within the team.

Skills

Wealth management

Mutual funds

Financial markets

Communication skills

Data analysis

NISM certification

Education

NISM Certification

Job description

We are seeking an experienced Associate Vice President (AVP) in Wealth Management to join our dynamic team. The ideal candidate will have a strong background in wealth management and a deep understanding of mutual funds, along with the necessary certifications such as NISM. As an AVP, you will play a crucial role in managing client relationships, developing investment strategies, and ensuring compliance with regulatory requirements.

Key Responsibilities

• Develop and maintain relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions.
• Oversee the management of client portfolios, ensuring optimal asset allocation and performance monitoring.
• Collaborate with internal teams to create comprehensive wealth management strategies that align with clients’ objectives.
• Stay updated on market trends, investment products, and regulatory changes to provide informed advice to clients.
• Ensure compliance with all regulatory requirements and internal policies, including those set forth by NISM.
• Mentor and guide junior team members, fostering a collaborative and high-performance culture within the team.

Required Skills

• Proven experience in wealth management, particularly in managing mutual funds.
• Strong understanding of financial markets and investment strategies.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to analyze complex financial data and provide actionable insights.
• Relevant certifications such as NISM are essential.