Assistant Vice President/Vice President - Wealth Management (10-18 yrs)

About the Opportunity:

We are looking for a Wealth Manager to acquire, manage, and maintain relationships with UHNIs (clients with a minimum ticket size of 25 crores).

This is an Team lead role with the opportunity to manage an AUM of 250-300 cr

Key Responsibilities:

- Build and maintain long-term relationships with UHNIs.

- Advise clients on PMS, Mutual Funds, and AIFs.

- Manage a significant book of business and grow client portfolios.

- Report to the Business Head and collaborate with internal specialists.

Requirements:

- 10-18 years of experience in wealth management, with a proven track record of managing UHNIs.

- Strong AUM experience

- Experience in wealth management, focusing on high-value clients, preferred.