Vice President of Wealth Management

As Vice President of Wealth Management at Crest Finserv Limited (CFL) in Mumbai, your role involves overseeing wealth management services, financial planning, and investment strategies. You will manage client portfolios, provide expert financial advice, and ensure effective implementation of investment plans. Your expertise in Financial Planning, Wealth Management Services, Investments, Finance, and Investment Management will be crucial in developing tailored financial strategies for clients. Continuous monitoring of market trends is essential to provide the best financial solutions. Key Responsibilities: - Oversee wealth management services, financial planning, and investment strategies - Manage client portfolios and provide expert financial advice - Implement effective investment plans - Develop tailored financial strategies for clients based on market trends - Lead and work collaboratively in a team environment Qualifications Required: - Financial Planning and Wealth Management Services skills - Expertise in Investments and Finance - Proficiency in Investment Management - Strong analytical and quantitative skills - Excellent communication and interpersonal skills - Bachelor's degree in Finance, Economics, or related field; MBA or CFA certification is a plus - Minimum of 10 years of experience in wealth management or related financial services field,