Vice President

𝐉𝐨𝐛 𝐓𝐢𝐭𝐥𝐞: Vice President – Wealth Management

Location: Bangalore

Reporting To: Senior Management

Level: Leadership Role

𝐀𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐑𝐨𝐥𝐞

We are looking for a senior wealth management professional to lead and grow the Bangalore business. This leadership role involves managing a team of Relationship Managers/Wealth Advisors, acquiring and servicing HNI/UHNI, Retail, Family Office, PMS, and AIF clients, and driving revenue across equity broking and a comprehensive suite of investment products. The role requires strong client relationships, team leadership, and deep capital markets expertise.

𝐊𝐞𝐲 𝐑𝐞𝐬𝐩𝐨𝐧𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐢𝐞𝐬

Build, lead, and mentor a high-performing team of Relationship Managers and Wealth Advisors with clear targets and performance metrics.

Acquire, onboard, and manage HNI/UHNI, Retail, Family Office, PMS, and AIF clients; drive AUM, broking volumes, and cross-sell.

Act as a trusted advisor by delivering tailored investment solutions across equity broking, PMS, AIFs, fixed income, global investments, and advisory products.

Drive business growth through client acquisition, portfolio reviews, market insights, and strategic relationship management.

Ensure regulatory compliance, governance, ethical conduct, and superior client servicing standards.

𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐁𝐫𝐢𝐧𝐠

Strong leadership experience in wealth management, private banking, or broking.

Deep understanding of capital markets and multi-asset investment products.

Proven ability to build HNI/UHNI client relationships and manage revenue-driven teams.

Excellent communication, advisory, and stakeholder management skills.

High ownership mindset with a client-first, compliance-driven approach.

𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬

Graduate / Post-Graduate (MBA / CFA preferred).

10–18+ years of experience in wealth management, private banking, or related financial services.

Prior experience in team leadership or business head roles preferred.

𝐖𝐡𝐲 𝐉𝐨𝐢𝐧 𝐔𝐬?

Take on a senior leadership role within a full-service financial institution offering a wide investment product suite. This position provides strong growth potential, leadership visibility, and the opportunity to build and scale a high-impact wealth management franchise.

• 📩 To apply, write to: elitejobs@ceomitra.com