Vice President – Wealth

Position: Vice President – WealthExperience Required: 10–15 YearsLocation: MumbaiEmployment Type: Full-TimeAbout the RoleThe Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual with strong expertise in wealth advisory, relationship management, investment solutions, and team leadership. The VP will play a pivotal role in enhancing the organisation’s presence among HNI and UHNI investors while ensuring superior service delivery and compliance with industry standards.Key Responsibilities1. Business Strategy & Growth- Develop and execute strategic plans to scale the Wealth Management business. - Identify new business opportunities, market trends, and potential segments to strengthen the firm’s wealth footprint. - Drive revenue growth by expanding the HNI/UHNI client base and improving product penetration.2. Client Acquisition & Relationship Management- Build and manage long-term relationships with HNI, UHNI, and corporate clients. - Provide personalized wealth advisory services aligned with client goals, risk appetite, and financial needs. - Conduct portfolio reviews, performance evaluations, and provide insights to ensure optimal client satisfaction.3. Investment Advisory & Portfolio Management- Guide clients on asset allocation strategies and recommend investment products such as mutual funds, PMS, AIF, fixed income, structured products, and insurance solutions. - Oversee portfolio construction, risk profiling, and wealth planning activities. - Stay updated with global and domestic market trends, regulatory changes, and financial instruments.4. Team Leadership & Development- Lead and mentor a team of relationship managers and wealth advisors. - Set performance targets, monitor progress, and ensure the team delivers high-quality client service. - Conduct training sessions on product knowledge, sales strategies, and compliance standards.5. Compliance & Risk Management- Ensure strict adherence to regulatory guidelines (SEBI, RBI, IRDAI, AMFI, etc.). - Implement processes that minimize operational risks and ensure ethical business practices. - Oversee documentation, KYC, onboarding, and audit requirements.6. Collaboration & Stakeholder Management- Work closely with product teams, research teams, and the investment desk to deliver superior solutions to clients. - Collaborate with senior management to align business objectives and performance goals. - Support partnerships with financial institutions, AMC partners, and external product providers.Required Qualifications & Skills- MBA/PGDM in Finance, Wealth Management, or related field (preferred). - Relevant certifications such as NISM, CFP, CFA (Level I/II), or other wealth-related credentials will be an added advantage. - 10–15 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services. - Proven track record of managing HNI/UHNI clients and delivering revenue growth. - Experience in leading teams and managing senior client relationships.Benefits:●Competitive salary.●Health insurance and wellness programs.●Opportunities for professional development.●Dynamic and inclusive work culture.Join our dynamic team at Creddinv Technologies as vice president -wealth and shape our brand narrative through compelling investment. If you're a creative thinker with a knack for storytelling, we want to hear from you. Submit your resume and cover letter to hr@

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