Posted 04 June, 2026
Vice president of wealth management
Banking And NBFC Job
Kolkata, WB, IN
Full Time
Reference: b56469ddfea83e65
Job Description
We’re Hiring: VP / SVP – Private Wealth Management (Individual Contributor / Playing Captain)
Location: Kolkata
Compensation: Up to ₹75 LPA + Performance Incentives
Are you a seasoned wealth management professional with a strong UHNI client base, having local market (Kolkata) exposure and a passion for delivering bespoke investment solutions? This is an opportunity to elevate your career with a high-growth platform that values entrepreneurial drive and client-centric excellence.
Role Overview
We are looking for accomplished professionals to join as VP / SVP – Private Wealth Management , operating either as a high-impact individual contributor or a playing captain (managing both clients and a small team). This role is ideal for someone who thrives on building deep client relationships and driving revenue through strategic advisory.
Key Responsibilities
Manage and grow a portfolio of UHNI/HNI clients , delivering tailored investment solutions
Drive AUM growth through acquisition and deepening of existing relationships
Provide advisory across a wide suite of products: Mutual Funds, PMS, AIFs, Structured Products, Bonds, and more
Act as a trusted partner to clients on wealth creation, preservation, and succession planning
(For Playing Captain role) Mentor and guide a team while actively contributing to business targets
Ideal Candidate Profile
7–15 years of experience in Private Wealth Management / Wealth Advisory
Proven track record of managing significant AUM and UHNI relationships
Strong product knowledge across investment and wealth solutions
Entrepreneurial mindset with the ability to drive business independently
Excellent relationship management and communication skills
What’s in It for You?
Opportunity to work with a premium client segment (UHNI)
High earning potential with CTC up to ₹75 LPA + incentives
Platform that encourages autonomy, growth, and leadership
Dynamic and collaborative work environment
If you’re ready to take the next big step in your wealth management journey, we’d love to connect.
Apply now or reach out directly to explore this opportunity at rupam@
Location: Kolkata
Compensation: Up to ₹75 LPA + Performance Incentives
Are you a seasoned wealth management professional with a strong UHNI client base, having local market (Kolkata) exposure and a passion for delivering bespoke investment solutions? This is an opportunity to elevate your career with a high-growth platform that values entrepreneurial drive and client-centric excellence.
Role Overview
We are looking for accomplished professionals to join as VP / SVP – Private Wealth Management , operating either as a high-impact individual contributor or a playing captain (managing both clients and a small team). This role is ideal for someone who thrives on building deep client relationships and driving revenue through strategic advisory.
Key Responsibilities
Manage and grow a portfolio of UHNI/HNI clients , delivering tailored investment solutions
Drive AUM growth through acquisition and deepening of existing relationships
Provide advisory across a wide suite of products: Mutual Funds, PMS, AIFs, Structured Products, Bonds, and more
Act as a trusted partner to clients on wealth creation, preservation, and succession planning
(For Playing Captain role) Mentor and guide a team while actively contributing to business targets
Ideal Candidate Profile
7–15 years of experience in Private Wealth Management / Wealth Advisory
Proven track record of managing significant AUM and UHNI relationships
Strong product knowledge across investment and wealth solutions
Entrepreneurial mindset with the ability to drive business independently
Excellent relationship management and communication skills
What’s in It for You?
Opportunity to work with a premium client segment (UHNI)
High earning potential with CTC up to ₹75 LPA + incentives
Platform that encourages autonomy, growth, and leadership
Dynamic and collaborative work environment
If you’re ready to take the next big step in your wealth management journey, we’d love to connect.
Apply now or reach out directly to explore this opportunity at rupam@
