Vice President Solutions

You will be joining Aevitas Capital, a company dedicated to simplifying financial complexities for accomplished families and helping them achieve their most important goals. As a provider of comprehensive wealth management solutions for business owners, highly compensated professionals, and retirees, we tailor our approach to each client's unique circumstances and aspirations. Our team of professionals is committed to providing exceptional service and innovative strategies that align with our clients" needs and objectives. At Aevitas, we value our clients" inputs and work tirelessly to turn their ideas into actionable financial plans. You will assume the role of Senior Vice President - Wealth Solutions in a full-time hybrid position based in the Mumbai and Greater Delhi Area, with some flexibility for work from home. Your responsibilities will include developing and maintaining client relationships, providing financial consulting and sales services, leading a team of professionals, and applying analytical skills to create customized wealth solutions. Day-to-day tasks will involve evaluating client needs, offering strategic advice, and ensuring that financial plans meet both current and future goals. To excel in this role, you should possess strong analytical skills and financial acumen, along with consulting experience focused on clients. Proven sales skills in financial services or wealth management are essential, as is experience in finance and strategic financial planning. Additionally, you should have team leadership and management abilities, excellent written and verbal communication skills, and the capacity to work effectively in a hybrid work environment. A Bachelor's or Master's degree in Finance, Business, Economics, or a related field is required, and relevant certifications such as CFA, CFP, or equivalent are considered a plus.,