Wealthy.in - Vice President - Wealth Management

We are looking for confident professionals with -

- Preferably 10+ years of experience in team handing and selling financial products

- Experience in banks, securities or wealth management firms

- Entrepreneurial mindset with a strong client network

- Handling a team of 5 or more Private Wealth Partners

- Acquiring and onboarding new clients on the wealthy platform

- Managing client portfolios and driving business goals

About us:

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management platform, added over 800+ products to it, and earned the trust of thousands of investors. In our latest round of funding, we have raised capital of USD 7.5 million from Alphawave Global who are also investors in companies like Ola, Policy Bazaar, Swiggy, Meesho, and others.