Website:
toroswealth.in
Job details:
Company Description Toros Wealth, founded in 2003 and formerly known as Soul Finspire, is one of India’s fastest-growing wealth management companies. The firm focuses on deeply understanding clients’ goals, lifestyles, and long-term vision to deliver highly personalized financial strategies. Toros offers a wide range of services and products, including mutual funds, insurance, fixed income products, SIFs, and alternative investments. Its approach combines strategic planning, disciplined investing, and proactive guidance to help clients grow and protect their wealth without relying on one-size-fits-all advice. Team members join a hands-on, client-centric environment that emphasizes trust, tailored solutions, and confidence in every financial decision.
Role Description The Senior Vice President of Wealth Management is a full-time, on-site role based in Ahmedabad. This position oversees the end-to-end delivery of wealth management services, including portfolio strategy, financial planning, and investment advisory for high-net-worth and ultra-high-net-worth clients. The role involves leading and mentoring advisory teams, setting standards for client service, and ensuring that customized solutions align with Toros’ philosophy and regulatory requirements. Day-to-day responsibilities include reviewing portfolios, meeting clients to understand their evolving needs, approving investment recommendations, and monitoring performance and risk. The Senior Vice President will also collaborate with product, research, and operations teams, drive business growth, and contribute to strategic initiatives that expand Toros’ wealth management offerings.
Qualifications
- Strong expertise in Financial Planning and Finance to design comprehensive, goal-based client strategies.
- Proven experience delivering Wealth Management Services with a focus on high-net-worth and ultra-high-net-worth clients.
- Deep knowledge of Investments and Investment Management across mutual funds, fixed income, insurance-linked products, SIFs, and alternative investments.
- Track record of leading advisory or relationship management teams, with strong leadership, mentoring, and stakeholder management abilities.
- Excellent analytical, decision-making, and risk assessment skills, with the ability to interpret complex market and product information.
- Outstanding communication and interpersonal skills to build long-term client relationships and present complex concepts clearly.
- Relevant academic background in finance, economics, business, or related fields; professional certifications such as CFP, CFA, or equivalent are highly beneficial.
- Experience in Indian financial markets and regulatory frameworks (e.g., SEBI, IRDAI) is strongly preferred.
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