Founding Leader In Wealth Management

Company Description

Esteem Client of DCSPL into Boutique investment.

Role Description

This is a full-time, on-site role located in Mumbai/Pune/Delhi/Bangalore/Chennai/Hyderabad/Delhi/NCR/Kolkata/Ahmedabad for a Founding Leader in Wealth Management. The role involves leading and managing wealth management operations, formulating strategies to attract new clients, and building long-term client relationships. Key responsibilities include developing tailored financial plans, analyzing market trends, and ensuring compliance with regulatory requirements. The Founding Leader will also be instrumental in nurturing a high-performing team and ensuring the success of the wealth management division.

This is your role if you are already engaging with clients at these minimum ticket sizes:

✅ $1M+ for their Gift City fund

✅ 25Cr+ for PMS strategies

✅ 3Cr+ for domestic AIFs

Our client offers what truly matters to a professional of your caliber:

🏆 A Direct Model: Zero distributors. Pure, strategic client partnerships.

📈 A Validated Track Record: Consistent, superior returns that justify the mandate.

🌟 A Culture of Excellence: Built on radical transparency, direct mentorship from founders, and a unique emphasis on intellectual growth (through curated reading) and physical fitness.

Qualifications

• Extensive experience in Financial Planning, Investment Management, and Wealth Structuring.
• Strong expertise in Strategic Leadership, Relationship Management, and Team Development.
• Exceptional understanding of Market Analysis, Risk Assessment, and Portfolio Diversification.
• Familiarity with Regulatory Compliance, Ethical Standards, and Legal Frameworks.
• Outstanding communication, negotiation, and interpersonal skills.
• A degree in Finance, Economics, or a related field; professional certifications such as CFP or CFA are highly desirable.
• Ability to work collaboratively in an on-site role with leadership-level responsibilities.