Vice President – Private Wealth – Multi Family Office

The Recruiters; Mumbai; On-site; INR 5,000,000 - 9,000,000; Full time

Benefits offered by this job

Regular training programs

Recognition programs

Open operational freedom

Job summary

A leading wealth management firm is looking for a Vice President for their Private Wealth division in Mumbai. Ideal candidates should have at least 7 years of experience managing high-net-worth clients and existing significant investment AUM. The role includes developing client relationships, overseeing investment advisory processes, and ensuring ethical management practices in a supportive work culture. This position offers excellent training, networking opportunities, and a competitive compensation structure.

Qualifications

• Minimum 7 years of relevant experience managing HNI clients.
• Existing Investment AUM of a minimum 50 Crore++ is required.
• Certifications in Finance with ambition for long-term career in investment management.

Responsibilities

• Conduct investment advisory and manage client portfolios.
• Develop and maintain relationships with HNI clients.
• Provide training programs and networking opportunities.

Skills

Investment advisory

Client acquisition

Portfolio management

Regulatory knowledge

Education

MBA/CA/CFA or equivalent

CA

CFA

Job description

Vice President – Private Wealth / Multi Family Office

If you are a senior wealth manager / Investment Advisor who is tired of selling insurance products and wasting time with endless banking KYC, compliance, MIS reporting, and unable to find time to upgrade skills and handle UHNI clients.

If you are functioning in a toxic work culture and daily monitoring of manager with micro-management approach and dealing with retail approach towards wealth management and being treated as another banking RM pushing products?

If yes, then consider a switch and fast track your career to Private Wealth / Family Office platform who are doing good business in terms of Private banking Advisory with excellent work culture, pay scale, reward schemes.

Basic Requirements & Expectations from Prospective Applicants

Job Locations – Mumbai, Delhi, Pune, Ahmedabad, Bangalore

Education: MBA, CA, CFA – Any graduate / Post Graduate with specialization or Certifications in Finance and ambition to pursue long-term career in Investment management.

You should have an existing Investment AUM of a minimum 50 Crore++ and minimum 7 Years relevant experience of managing HNI Clients and portfolio advisory in sales function or competency to sell.

Knowledge across multiple investment products offered in India and Regulatory requirements.

Competitive & Ambitious:

What you can expect:

• Regular training program to upgrade skills and knowledge, Networking events to acquire clients, Reward and recognition programs to encourage great performance.
• Sufficient time to achieve AUM, Revenue, Client Acquisition goals mutually discussed with manager.
• Complete freedom of operation with an open architecture platform and no product push.
• Wide range of basket of Investment Products including Estate and will planning, Taxation planning, Offshore advisory, Financial Planning team to review current client investments and recommend suitable structure as per clients Risk appetite and long-term Goals.
• Moral and Ethical approach towards Investment Management and Client Relationships.
• Investment committee to review all products before offering to clients.
• Global operational capability.
• Best in class support team – Operations, Client Service, Product and Advisory team, IT Infrastructure.
• Excellent MNC work culture with focus on advisory / financial planning.
• Product platform and technology to enable seamless execution of sales process – Mutual Funds, PMS, Private Equity, Investment Banking, Structure Products, Unlisted Equities, Real Estate, Offshore Advisory, Will and Trust services – Estate planning.