Market Director

ASK Private Wealth

Ahmedabad District

On-site

INR 3,500,000 - 7,500,000

Full time

8 days ago

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Job summary

ASK Private Wealth, a specialist in wealth advisory for UHNI families in India, seeks a senior wealth management professional to lead high-value client relationships and drive sustained AUM growth. You will provide advisory solutions across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance, with regular portfolio reviews and tailored strategies.

MBA/PGDM in Finance or related field and 15+ years of wealth management experience are preferred, along with a proven network of

Qualifications

  • MBA/PGDM in Finance or related field required.
  • 15+ years of wealth management or related experience.
  • Proven ability to acquire and manage HNI/UHNI clients.
  • Deep understanding of investment products and capital markets.
  • Excellent networking and communication skills.

Responsibilities

  • Acquire and manage HNI/UHNI client relationships.
  • Drive AUM growth, revenue generation, and client retention.
  • Provide advisory solutions across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance.
  • Conduct portfolio reviews and deliver customized wealth management strategies.
  • Build strong referral networks with business owners, CXOs, professionals, and family offices.

Skills

Experience in Wealth Management
Strong HNI/UHNI network
AUM growth / revenue generation
Investment products & capital markets
Relationship management &communication

Education

MBA / PGDM (Finance, Marketing, or equivalent)

Job description

Founded in 2007, ASK Private Wealth specializes Wealth Advisory and Family Office solutions for Ultra High Net Worth individuals and families. We serve over 3,500 Ultra High Net Worth and High Net Worth families, including 150 Fortune 500 families. With decades of experience across market & economic cycles and proven track record of money management, we help clients invest wisely and ensure smooth inter-generational transfer of wealth.

About the Company

ASK Group is a renowned financial services group and a leading industry player in asset and wealth management, catering to some of the most affluent families in India. Started in 1983, we're known for our strong research-based investment management, asset management, private equity, wealth advisory and multi-family office businesses. ASK Group is a portfolio company of Blackstone, world's largest global alternative asset manager.

For more details, please visit our website. clientservices@askwealthadvisors.com

Responsibilities
  • Acquire and manage HNI/UHNI client relationships.
  • Drive AUM growth, revenue generation, and client retention.
  • Provide advisory solutions across Mutual Funds, PMS, AIFs, Fixed Income, Structured Products, and Insurance.
  • Conduct portfolio reviews and deliver customized wealth management strategies.
  • Build strong referral networks with business owners, CXOs, professionals, and family offices.
Qualifications
  • MBA / PGDM (Finance, Marketing, or equivalent)
Required Skills
  • 15+ years of experience in Wealth Management, Private Banking, or Investment Advisory.
  • Strong network and proven track record of managing/acquiring HNI/UHNI clients.
  • Demonstrated success in AUM acquisition and revenue generation.
  • Deep understanding of investment products and capital markets.
  • Excellent relationship management, networking, and communication skills.
Preferred Skills
  • Understanding of investment products and capital markets.
  • Excellent relationship management and networking skills.
  • Financial planning and portfolio management knowledge.
  • Strong presentation, negotiation, and communication skills.
  • Result-oriented with strong commercial acumen.

If you have a strong wealth management franchise and a passion for delivering exceptional client outcomes, we'd love to hear from you.

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