Website:
onlyvpw.com
Job details:
Company Description VPW LLP is reimagining wealth management for forward-thinking investors by combining AI-driven advisory with experienced human insight. The firm focuses on delivering personalized financial planning and investment strategies at a fraction of traditional costs, supported by transparent processes and hassle-free onboarding. Clients benefit from intelligent, goal-based investment recommendations and access to diversified assets and tailored wealth strategies. With a client-first philosophy, VPW aims to build lasting financial confidence for both first-generation wealth creators and seasoned investors. VPW offers a modern wealth management ecosystem designed to help clients build, grow, and preserve their wealth in line with their individual visions of success.
Role Description The Director of Investment Advisor is a full-time, hybrid role based in Siliguri, with flexibility for some work from home. This role oversees the development and execution of investment strategies, ensuring alignment with client objectives and VPW’s advisory standards. The Director leads investment advisory teams, reviews portfolio performance, and provides guidance on asset allocation, risk management, and market opportunities. Daily responsibilities include analyzing market trends, evaluating investment products, meeting with clients to understand their goals, and translating insights into actionable recommendations. The role also involves collaborating with cross-functional teams to enhance advisory processes, maintain regulatory compliance, and support the integration of AI-driven tools into client solutions.
Qualifications
- Strong expertise in Investment Management and Investments, with a track record of overseeing diversified portfolios.
- Advanced Analytical Skills applied to market research, risk assessment, and performance evaluation.
- Deep understanding of Investment Strategies and Finance, including asset allocation, wealth planning, and financial instruments.
- Proven leadership experience managing advisory teams and mentoring investment professionals.
- Excellent communication skills to explain complex financial concepts clearly to clients and stakeholders.
- Ability to operate effectively in a hybrid work environment and coordinate activities across office and remote settings.
- Relevant academic background in Finance, Economics, Business, or a related field; professional certifications such as CFA, CFP, or equivalent are highly beneficial.
- Demonstrated commitment to ethical advisory practices, client-centric decision making, and regulatory compliance.
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