Senior Vice President or Executive Director For Wealth Management

To apply, email your resume to:

1. Position: Senior Vice President / Executive Director Wealth Management

Experience:

Key Responsibilities:

• Build and lead a high-performing wealth advisory team, focusing on HNI/UHNI clientele.
• Drive the growth strategy for wealth management in target geographies (Delhi & Mumbai).
• Personally manage key relationships and provide comprehensive financial solutions.
• Structure investment portfolios across:

• Vanilla stock broking

• MTF (Margin Trading Facility)

• IPO opportunities

• AIFs (Category I, II, III)

• Unlisted & Pre-IPO shares

• Collaborate with product, research, and risk teams to deliver tailored offerings.
• Ensure strict adherence to compliance, regulatory, and operational frameworks.

Ideal Profile:

• 15–20+ years of experience in private banking, wealth management, or investment advisory.
• Strong client base of ultra-HNIs and family offices.
• Proven track record in team leadership and revenue generation.
• Deep understanding of equity markets, structured products, and alternative investments.
• NISM, CFP, or CFA certifications preferred.

2. Position: Associate Vice President / Senior Manager – Wealth Management

Experience:

Key Responsibilities:

• Acquire and manage HNI clients with customized wealth strategies.
• Advise on equities, MTF, IPOs, AIFs, and unlisted investment opportunities.
• Develop client portfolios using in-house research and market intelligence.
• Maintain high levels of client engagement, service quality, and compliance.
• Coordinate with the back office, DP desk, and operations for seamless execution.

Ideal Profile:

• 10–15 years of experience in wealth management, broking, or financial advisory.
• Strong understanding of capital markets and investment products.
• Proven ability to grow a book of business and service HNI clients.
• Excellent relationship management and product selling skills.
• Must hold valid NISM certification; CFP or CFA is an added advantage.

Why Join Share India?

• 30+ years of legacy, publicly listed, and tech-driven financial powerhouse
• Access to proprietary tech platforms, unlisted market desk, and niche investment opportunities
• Entrepreneurial freedom with strong brand support
• Attractive compensation structure with revenue-sharing potential

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Role & responsibilities

Preferred candidate profile