Job Description

Leading Wealth Mgt and financial services group requires Director ( Wealth Mgt solutions)- Mumbai We are looking out for Director ( Wealth Mgt solutions) for our client office in Mumbai We seek a senior wealth management professional with an entrepreneurial mindset and 10-25 years of experience managing UHNI and family office investments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs, unlisted and structured products and a strong network of family offices and institutional investors. This partner-level role offers significant P&L ownership and a revenue-sharing model, leading the Wealth Management division and scaling it into a premier multi-family office platform. Key Responsibilities: - Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs, and institutional investors. - Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a - 5 Cr - - 50 Cr ticket size range. - Business Growth & Strategy: Expand the wealth management business with a long-term vision. - Team Leadership & P&L Ownership: Recruit and manage a 15-member team, driving profitability. - Market Positioning & Networking: Represent Billionz at industry events and strengthen brand positioning. Qualifications & Experience: - 10 -20 years in wealth management or banking, managing HNIs and family offices. - Strong relationships with family offices, UHNIs, and institutional investors. - Expertise in wealth products, structured investments, and alternative asset classes. - Proven ability to raise capital and manage large portfolios. - Entrepreneurial mindset with interest in running a venture with equity participation. - Experience in building and leading teams. - Willingness to travel for investor meetings and networking. What We Offer: - Partner-level role with revenue-sharing upside. - P&L ownership and strategic leadership. - Competitive Fixed + Variable Pay + ESOPs. - Access to a premier network of UHNIs and family offices. - Long-term opportunity to scale a multi-family office. If you have the vision and expertise to drive a high-impact wealth management business, we want to hear from you!