CEO Head of Wealth Management

Position Overview: We are seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. (Mutual Funds AIF PMS and Debt.) This role requires a strategic thinker with strong leadership skills and a proven track record of driving growth and innovation in wealth management. The candidate is expected to a gogetter who drives the vision of management and orchestrate the team to bring optimum outcome.

Key Responsibilities:

1. Strategic Leadership
   • Develop and execute the overall strategic vision for the Wealth Management division.
   • Identify and capitalize on market opportunities to expand the divisions offerings and client base.
   • Foster a culture of innovation excellence and continuous improvement within the team.
   • Keeping looking for vertical and horizontal organic and inorganic growth to fast pace the organizations growth objectives.
2. Business Development:
   • Drive business growth by developing and implementing effective sales and marketing strategies.
   • Build and maintain strong relationships with highnetworth clients institutional investors and key stakeholders.
   • Identify new business opportunities and strategic partnerships to enhance the divisions capabilities.
   • Bring relationship which adds value to the business which has strong foundation and cemented establishment over the years through professional and entrepreneurial journey.
3. Operational Management:
   • Oversee the daytoday operations of the Wealth Management division ensuring high levels of efficiency and client satisfaction.
   • Implement best practices in portfolio management risk management and compliance.
   • Monitor and analyze market trends investment performance and regulatory changes to inform strategic decisions.
   • Discover Right set of products which are tailored to clients demand and keep iterating to bring innovative opportunities.
4. Team Leadership and mentoring:
   • Lead mentor and develop a highperforming team of wealth management professionals.
   • Foster a collaborative and inclusive work environment that encourages professional growth and development.
   • Set clear performance expectations and provide regular feedback to drive individual and team success.
5. Client Relationship Management:
   • Ensure exceptional client service by developing and implementing clientcentric strategies and processes.
   • Conduct regular client reviews and meetings to assess their financial goals and investment performance.
   • Address client concerns and inquiries in a timely and professional manner.

Qualifications:

• Proven experience (typically 15 years) in a senior leadership role within the wealth management industry.
• Indepth knowledge of Mutual Funds AIF PMS and Debt products Insurance and structured product services.
• Strong understanding of financial markets investment strategies and regulatory requirements.
• Demonstrated ability to develop and execute strategic business plans.
• Excellent leadership communication and interpersonal skills.
• Strong analytical and problemsolving abilities.
• MBA CFA or other relevant advanced degrees or certifications preferred.
• Should have managed client relationships/business AUA of at least 10000 crores or more

Personal Attributes:

• Visionary leader with an entrepreneurial spirit strategic mindset and a passion for innovation.
• Clientfocused with a commitment to delivering exceptional service.
• Resultsoriented with a proven track record of achieving business growth.
• Collaborative and inclusive with the ability to inspire and motivate teams.
• High ethical standards and integrity.

Leadership,Busines Development,Operational Management,Team Leadership and Mentoring,Relationship Managment