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About the Role
We are looking for an experienced and entrepreneurial Head – Wealth Management to lead and scale the Wealth Management business of a well-established and rapidly growing financial services group.
The role will be responsible for driving revenue growth, building a high-performing wealth management team, developing strategic partnerships, and delivering comprehensive investment solutions to HNIs, UHNIs, Family Offices, Corporates, and affluent investors.
The ideal candidate should possess strong leadership skills, extensive experience in wealth management, and deep knowledge of financial products across asset classes. This is an opportunity to build and lead a growing wealth franchise with significant ownership and strategic influence.
Key Responsibilities
Lead and oversee the Wealth Management vertical, including strategy, business development, operations, and revenue growth.
Build and manage a high-performing team of Relationship Managers and Wealth Advisors.
Acquire and manage HNI, UHNI, Family Office, Corporate, and affluent clients.
Develop customized investment solutions based on clients’ financial goals and risk profiles.
Drive distribution and advisory across:
Mutual Funds
Initial Public Offerings (IPOs)
Alternative Investment Funds (AIFs)
Portfolio Management Services (PMS)
Unlisted Equities
Bonds & Fixed Income Products
Structured Products
Global Investment Opportunities
Other Wealth Management Products
Build strategic relationships with Asset Management Companies (AMCs), AIFs, PMS providers, issuers, and other product partners.
Work closely with research, institutional, investment banking, and compliance teams to deliver high-quality investment ideas and client service.
Design and implement sales strategies to increase Assets Under Management (AUM), client acquisition, and revenue.
Ensure regulatory compliance and adherence to internal policies across wealth management activities.
Monitor business performance through MIS, revenue tracking, client engagement, and productivity metrics.
Represent the organization at investor meets, industry events, seminars, and networking forums.
Mandatory Skills & Requirements
Proven experience in Wealth Management, Private Banking, or Investment Advisory.
Strong understanding of Mutual Funds, IPOs, AIFs, PMS, Unlisted Equities, Fixed Income Products, and other investment products.
Demonstrated ability to acquire and manage HNI and UHNI relationships.
Strong leadership experience managing and mentoring sales or wealth management teams.
Excellent business development, relationship management, and networking skills.
Strong communication, negotiation, and presentation abilities.
Deep understanding of financial markets, asset allocation, and portfolio construction.
Entrepreneurial mindset with a strong focus on growth, client satisfaction, and long-term relationship building.
Preferred Qualifications
Graduate or Post-Graduate in Finance, Commerce, Economics, or Business Management.
MBA (Finance/Marketing), CA, CFA, CFP, or equivalent qualification preferred.
Relevant NISM certifications preferred.
Existing relationships with HNIs, UHNIs, Family Offices, and product partners will be a significant advantage.
Prior experience leading a Wealth Management or Private Banking business preferred.
Key Performance Indicators
Growth in Assets Under Management (AUM)
Revenue generated across wealth management products
New HNI and UHNI client acquisition
Client retention and relationship quality
Team productivity and revenue per Relationship Manager
Product penetration and cross-selling
Expansion of strategic product partnerships
What We Offer
Opportunity to lead and build the Wealth Management business of a rapidly growing financial services group.
Our client is a well-established Indian financial services group with nearly four decades of experience in the capital markets and investment ecosystem.
Founded in the late 1980s as a broking business, the organization has grown into a diversified financial services platform with a strong focus on investor relationships, transparency, research, and long-term wealth creation.
The group offers a comprehensive suite of financial products and services spanning retail broking and distribution, mutual funds, global investing, depository services, investment management, margin funding, IPO funding, unlisted equities, institutional broking, advisory and risk profiling, AIF fund management, and investment banking.
It has an established pan-India presence with 200+ branches, a strong footprint across multiple regions, and continues to expand its reach.
The organization combines decades of capital-market experience with a next-generation management approach and continues to invest in technology, research capabilities, product expansion, and client service.
The company name and further identifying details will be shared with shortlisted candidates at the appropriate stage of the recruitment process.
Complete ownership of the wealth vertical with significant strategic influence.
Access to a wide range of investment products and a strong institutional and research ecosystem.
Performance-driven incentive structure with substantial earning potential.
Long-term leadership opportunity with strong career growth potential.
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