Deputy CEO (Wealth Management to Family offices)

10 - 14 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: As the Deputy CEO/CEO at our organization, you will be an integral part of our team, contributing significantly to the strategic direction and growth of our premier family office services. Our organization specializes in offering comprehensive wealth management, investment advisory, and legacy planning solutions that are tailored to cater to Ultra High Net Worth Individuals (Ultra HNIs) and families. Based in either Mumbai or Bangalore, you will report directly to the Founder, playing a pivotal role in shaping the future of the organization. This senior leadership position demands a seasoned professional with a robust background in private banking or wealth management. We are seeking an individual who brings an established book of business and possesses deep relationships with Ultra HNIs. The ideal candidate will exhibit exceptional leadership skills, a strategic mindset, and the ability to effectively manage and inspire a high-performing team. Your responsibilities will include spearheading strategic leadership initiatives, overseeing P&L management to ensure profitability, nurturing client relationships, driving business development efforts, leading and managing the team, maintaining operational excellence, and engaging with stakeholders to foster strong relationships. If you are a proactive and dynamic professional with a passion for wealth management and a track record of success in the industry, we encourage you to apply for this exciting opportunity by submitting your updated resume. Join us in our journey to deliver top-notch services to our esteemed clients and make a significant impact in the wealth management sector.,

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