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Director -Wealth Management Solutions

12 - 22 years

50 - 70 Lacs

Mumbai

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Wealth Management Product Distribution Client Acquisition Relationship Management banking Management

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Work from Office

Job Type

Full Time

Job Description

Job Type: Full-time We seek a senior wealth management professional with an entrepreneurial mindset and 10-25 years of experience managing UHNI and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of family offices and institutional investors. This partner-level role offers significant P&L ownership and a revenue-sharing model, leading the Wealth Management division and scaling it into a premier multi-family office platform. Key Responsibilities: Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs, and institutional investors. Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a 5 Cr - 50 Cr ticket size range. Business Growth & Strategy: Expand the wealth management business with a long-term vision. Team Leadership & P&L Ownership: Recruit and manage a 15-member team, driving profitability. Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning. Qualifications & Experience: 10 -20 years in wealth management or banking, managing HNIs and family offices. Strong relationships with family offices, UHNIs, and institutional investors. Expertise in wealth products, structured investments, and alternative asset classes. Proven ability to raise capital and manage large portfolios. Entrepreneurial mindset with interest in running a venture with equity participation. Experience in building and leading teams. Willingness to travel for investor meetings and networking.

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