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AV Global Advisory Services
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Unit Head - Wealth Management -VP

Unit Head - Wealth Management -VP

AV Global Advisory Services

12 - 15 years

20 - 30 Lacs

pune ahmedabad mumbai (all areas)

Posted:2 hours ago| Platform:

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Skills Required

wealth hni ultara hni pcg aum investment advisory wealth management private banking private wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring: Unit Head Wealth Management (AVP/VP)

Client:

Location:

Experience Required:

We are looking for a seasoned Unit Head – Wealth Management (AVP/VP level) to lead a team of high-performing Wealth Managers. This leadership role is pivotal in driving AUM & AUA growth, strengthening HNI/UHNI client relationships, and ensuring best-in-class investment advisory.

Preference will be given to candidates who can onboard an existing, high-performing team.

Key Responsibilities:

Team Leadership & Development

Lead, mentor, and develop a team of Wealth Managers to achieve and exceed business targets.
Align team objectives with organizational goals and maintain strong communication with senior leadership.

Business Development & Client Acquisition

Drive acquisition strategies for HNI and UHNI clients.
Support the team in closing high-value deals and onboarding marquee clients.
Deliver P&L target achievement and sustained business growth.

Client Advisory & Relationship Management

Provide tailored wealth management solutions across asset classes: Mutual Funds, PMS, AIFs, Bonds, Insurance, and Alternate Investments.
Maintain long-term client engagement through market insights and proactive recommendations.

Compliance & Governance

Ensure strict adherence to SEBI, AMFI, and internal compliance policies.
Maintain the highest standards of governance, risk management, and regulatory discipline.

Interested candidates can apply or share profiles via WhatsApp: 9150034555

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