Associate Vice President – Wealth Management

Job Overview:

We are seeking a dynamic and experienced professional as an Associate Vice President – Wealth Management. The role involves driving business growth, managing client relationships, conducting investment research, and leading a team of financial professionals to deliver high-quality wealth management services.

Key Responsibilities:

Business Development:

• Drive business growth through client referrals and relationship networks.
• Identify opportunities to expand services and increase assets under management (AUM) from existing clients.
• Build trust and credibility with clients through clear and effective communication.

Client Relationship Management:

• Develop and maintain strong long-term relationships with clients.
• Conduct regular meetings with clients to understand their financial goals, needs, and preferences.
• Address client queries and concerns in a timely and professional manner.

Investment Research & Monitoring

• Track and analyze the performance of investment funds.
• Participate in discussions and calls with fund managers to understand investment strategies and insights.
• Align internal research perspectives with market developments and fund performance.

Team Leadership

• Manage and guide a team of financial professionals.
• Provide mentorship, support, and performance guidance to team members.
• Conduct regular team meetings to communicate goals, share updates, and address operational challenges.

Requirements:

• Master’s degree in Business Administration (Finance or related field) preferred.
• 3–5 years of relevant experience in wealth management, financial advisory, or investment advisory roles.
• Professional certifications such as CA, CFP, CFA (pursuing) or NISM Investment Advisory (Level A & B) will be an added advantage.

Work Details:

Work Mode: Work from Office (5 days a week)

Bond: 2 years

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