Hyderabad Head

*Role Overview:*
We are seeking an experienced professional to lead our Wealth Management business in Bangalore. The role involves driving regional growth, managing HNI client relationships, and delivering comprehensive investment advisory and portfolio management solutions across asset classes, while leading a high-performing team.

*Key Responsibilities:*

* Understand clients' investment needs and create long-term asset allocation strategies.
* Acquire and advise HNI clients across asset classes including Equity, Mutual Funds, Debt, and Alternate Investments.
* Provide advisory support on Corporate Finance, M&A, and Private Equity in collaboration with in-house experts.
* Manage client portfolios with a strong focus on asset allocation and overall family wealth management.
* Lead and mentor the Bangalore team while strengthening client relationships and driving AUM growth.
* Coordinate wi...

Ready to Apply?

Submit your application today and join our talented team at Vitasta Consulting Pvt Ltd.