Senior Vice President of Wealth Management

Company Description

Flashaid is a private healthcare concierge service dedicated to simplifying healthcare access. From emergency coordination to hospital entry and health coverage, Flashaid handles the complexities of navigating medical care, allowing clients to prioritize their recovery. With a focus on providing efficient and seamless medical assistance, Flashaid stands committed to improving healthcare access for all. Our mission is simple: streamlining healthcare access to deliver peace of mind.

Role Description

We are seeking a motivated and results-driven Senior Vice President of Wealth Management to join our team in Mumbai. This is a full-time, on-site role that involves leading the strategy and delivery of wealth management services, including financial planning, investments, and portfolio management. Responsibilities include overseeing client relationships, developing tailored financial strategies, analyzing investment opportunities, and driving business growth. This leadership position works closely with cross-functional teams and external stakeholders to achieve company objectives and ensure exceptional client outcomes.

Qualifications

• Strong expertise in Financial Planning and Wealth Management Services
• Experience in Investments and Investment Management
• In-depth knowledge of Finance and related analytical processes
• Proven ability to manage, lead, and develop teams for achieving strategic objectives
• Excellent communication, client relationship management, and negotiation skills
• 10+ years of experience in wealth management or a similar field
• Relevant certifications such as CFA, CFP, or similar are highly desirable
• Demonstrated success in a senior leadership role within the financial or investment sector is advantageous