CTC offered would be upto Fourty Five Lakh per annum
Company Description Nil is a growing financial services organization with a focus on delivering high-quality wealth management solutions to a diverse client base. The firm is committed to providing personalized financial advice, tailored investment strategies, and long-term value creation. Nil fosters a collaborative and performance-driven culture where experienced professionals can shape client outcomes and influence the firm’s strategic direction. Team members are encouraged to innovate, uphold strong ethical standards, and maintain trusted relationships with clients and stak
eholders.Role Description The Senior Vice President of Wealth Management is a full-time, on-site role based in Mumbai, responsible for leading and expanding the firm’s wealth management business. This position oversees client relationship management, including developing customized financial plans, guiding investment strategies, and ensuring high-quality advisory services for affluent and institutional clients. The role involves managing and mentoring advisory teams, setting performance targets, and implementing processes that align with regulatory requirements and best practices. The Senior Vice President collaborates with senior leadership to define product offerings, drive business development initiatives, and identify new market opportunities. Day-to-day responsibilities include reviewing portfolio performance, meeting clients and prospects, coordinating with research and operations teams, and maintaining robust risk management and compliance standards.
Qualifications
- Demonstrated expertise in Financial Planning and Finance, with the ability to design comprehensive, goals-based strategies for diverse client profiles.
- Strong background in Wealth Management Services, including advisory, relationship management, and client portfolio oversight.
- Proficiency in Investments and Investment Management, with experience in asset allocation, portfolio construction, and performance monitoring.
- Extensive leadership experience managing high-performing teams in a financial services or wealth management environment.
- Advanced analytical, communication, and presentation skills, with the ability to explain complex financial concepts clearly.
- Proven track record in business development, client acquisition, and retention within the wealth management sector.
- Knowledge of relevant regulatory frameworks, risk management practices, and compliance standards applicable in India.
- Postgraduate degree in Finance, Business, Economics, or a related field; professional certifications such as CFP, CFA, or equivalent are highly beneficial.